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Our Blog: The Last Four...

  1. April 12, 2021

    Adding nearly 1 million jobs in the latest jobs report (including revisions from the prior month) would suggest we are fast on our way to a full recovery. [i] Under normal circumstances, investors would be quick to conclude rising rates are on the horizon to stem… More >>

  2. April 5, 2021

    We just published our Q2 2021 Look Ahead, you can view the presentation here or watch our narrated version here. Consumer Strength – Close to LiftoffThe coming quarter will be a period of rapid reopening, with COVID-19 vaccine availability occurring much faster than… More >>

  3. March 29, 2021

    Since February 2020, China has been leading the way in the recovery from COVID-19 and economic re-opening. New confirmed cases of COVID-19 in Mainland China have been near zero since the beginning of February. [i] China has achieved a post-pandemic recovery in most… More >>

  4. March 22, 2021

    The recent high-level talks in Alaska between Secretary of State Anthony Blinken, National Security Advisor Jake Sullivan, and their Chinese counterparts are being viewed as a continuation of the Trump-era rhetoric. Certainly, from the public statements, it would appear to… 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.