“The only constant is change.” – Heraclitus The markets have been pulling in two directions. The excitement of AI has continued lifting certain growth names, while rising economic and geopolitical worries are currently driving money back into safer, income‑producing sectors.… Read More
Warren Buffett’s observation that “price is what you pay; value is what you get” has never felt more apt. In a market still sorting through the aftermath of a historic AI-driven rally, the distinction between price and value is once… Read More
“I’ve suffered a great many catastrophes in my life. Most of them never happened.” -Mark Twain As we enter 2026, the economic and market landscape looks more balanced than it has in several years. Recent data continues to point… Read More
“The pioneers light the trail, but the harvest belongs to those who follow.” As we enter the final stretch of 2025, markets have come a long way from their recent lows experienced in April of this year. In fact,… Read More
“In investing, what is comfortable is rarely profitable.” Robert Arnott, Founder of Research Affiliates As we round out the second quarter of 2025, it’s clear the market has managed to climb a wall of worry—and then some. The rally… Read More
Q2 2026 Quarterly Review & Outlook
July 14, 2026
“The only constant is change.” – Heraclitus The markets have been pulling in two directions. The excitement of AI has continued lifting certain growth names, while rising economic and geopolitical worries are currently driving money back into safer, income‑producing sectors.… Read More
Q1 2026 Quarterly Review & Outlook
April 9, 2026
Warren Buffett’s observation that “price is what you pay; value is what you get” has never felt more apt. In a market still sorting through the aftermath of a historic AI-driven rally, the distinction between price and value is once… Read More
Q4 2025 Quarterly Review & Outlook
January 12, 2026
“I’ve suffered a great many catastrophes in my life. Most of them never happened.” -Mark Twain As we enter 2026, the economic and market landscape looks more balanced than it has in several years. Recent data continues to point… Read More
Q3 2025 Quarterly Review & Outlook
October 16, 2025
“The pioneers light the trail, but the harvest belongs to those who follow.” As we enter the final stretch of 2025, markets have come a long way from their recent lows experienced in April of this year. In fact,… Read More
Q2 2025 Quarterly Review & Outlook
July 10, 2025
“In investing, what is comfortable is rarely profitable.” Robert Arnott, Founder of Research Affiliates As we round out the second quarter of 2025, it’s clear the market has managed to climb a wall of worry—and then some. The rally… Read More