Investment Commentary
The first quarter of 2022 was a uniquely challenging one for financial markets and investors, as both stocks and bonds generally declined. As a consequence, [...]
Newsletters & Articles
The tragic events in Ukraine these past few weeks have demanded our close attention, and probably like many of you, we follow the news with [...]
What We're Reading
From time to time, an article from our reading outside the financial realm catches our attention because it describes so well a parallel process of [...]
Over the past two years, we’ve seen a significant increase in clients’ openness to talking about impact and values in relation to investments and portfolios. [...]
Like the turn of weather, the stock market has a way of changing and casting a new brightness or gloom that can pervade our mood [...]
The fiscal quarter that ended September 30 was supposed to be the off-ramp to normalcy for the economy. It now seems a long time ago, [...]
We hope you’ve been outside this summer and fall, and perhaps had the chance to hike, enjoy nature and let free the mind for thought. [...]
Our newsletter for the third quarter is a departure from custom as we use the reasoning and analysis for a recommended trade to illustrate what [...]
All families, and many of us individually, have memories of what things cost in the past as evidence of inflation. When your author’s parents were [...]
Dear Clients and Friends of the Firm: In looking back at the year, as we always do in our customary January newsletter, the Covid-19 pandemic [...]
President Lincoln began his second inaugural address with an enormous caveat: “The progress of our arms, upon which all else chiefly depends, is as well [...]
Today we shift the focus from markets and portfolios in order to highlight the importance of managing another form of risk that has proliferated recently: [...]
Greetings, By now we’re sure that all of you have read about the historic $2.2 trillion stimulus package that was passed by Congress and signed [...]
We write to you here at the end of the first quarter amidst financial markets in great transition. Of course, the battle against the coronavirus [...]
Greetings: The outbreak of the coronavirus known as COVID-19 hasn’t just required attention to financial market volatility; it has also required that we think about [...]
Greetings: The 12% drop in US stock prices (and somewhat less overseas) from the peak last week to yesterday’s close has probably grabbed your attention. [...]
The latest massive data breach at Equifax demonstrates the need to be vigilant about keeping your accounts secure, something that we’ve advised about from time [...]
