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Our Blog: The Last Four...

[Blog Archive]
  1. December 2, 2024

    What’s Next?

    It's intuitively hard to invest when valuations on stocks are at record highs. Under normal circumstances, you would think that investments made at these levels would produce negative returns. According to J.P. Morgan, it’s quite the opposite. Historically, investing at… More >>

  2. November 25, 2024

    Sap the Life Out of You

    It might surprise many of you to know I ran for U.S. Congress once on a platform made up of a Wasteful Spending Commission. That was 20 years ago, and at that time voters didn’t care about $1.5 million to study dog fighting or the $500,000 Congress gave to Alaska Airlines… More >>

  3. November 18, 2024

    Interest Rates on the Rise

    While we have been focused on the U.S. Presidential election, something is amiss with interest rates. The Federal Reserve has been cutting the Fed Funds rate, but treasury rates are still rising both on the 2-year and 10-year. 1 What’s going on? For one, inflation… More >>

  4. November 11, 2024

    Threading the Economic Needle

    The recent U.S. election is being analyzed a thousand ways. Whatever way you see it, Americans voted for a change, and they were not alone. This year marked the first time that voters worldwide collectively voted for change. 1 Developed economies around the world faced… More >>

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We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.