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Our Blog: The Last Four...

  1. February 26, 2024

    2024 was always going to be the year of the interest rate. Coming into the year we knew of the large discrepancy between what the Fed was forecasting for rate cuts and what Wall Street believed was the making of market risk. 1 The discrepancy is in the shaded area.… More >>

  2. February 20, 2024

    Last week’s economic data threw a splash of cold water on the U.S. inflation debate and interest rate picture. Both headline Producer Prices (PPI) and Consumer Prices (CPI) rose more than expected. On the producer side, both food and energy prices are actually dropping,… More >>

  3. February 12, 2024

    The S&P 500 hit a historic high, crossing over the 5,000 level, last week. It begs the question; are valuations overextended in U.S. Large Cap equities? By most measures, the answer is a resounding yes. It’s an answer most in asset management dread as it requires some… More >>

  4. February 5, 2024

    The January Jobs Report was released on Friday and the headline number put an end to the March Fed interest rate cut, as the U.S. economy added 355k jobs – much stronger than expectations. 1 Oddly enough, we had the same type of jobs surprise in January of 2023. There… 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.