October 25th, 2025
“In investing, what is comfortable is rarely profitable.” Robert Arnott Reasonable gains were achieved across all of our strategies in the third quarter despite crosscurrents from tariffs, uncertainty about the number of Federal Reserve interest rate cuts, a weakening labor market, and continued geopolitical strife. Growing corporate earnings, modest increases in inflation, largely caused by […]
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March 6th, 2025
President Trump has swiftly assembled his cabinet, implementing numerous policy changes. What lies ahead for investors in 2025? How will tariffs impact the economy? Which economic trends will shape the year? These are just some of the questions we hear from clients and business partners. In this web seminar we will break down the post-election […]
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November 20th, 2024
With Republicans sweeping control of the White House, House, and Senate, investors are asking the hard questions: What’s next for the markets? Where are interest rates headed? And is the inflation fight really over? These are just some of the questions we hear from clients and business partners. In this web seminar we will break […]
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October 28th, 2024
September 30, 2024 “Our portfolio doesn’t depend on our being right about the twists and turns of the economy. It depends on our understanding the prospects for our companies and what is discounted in their share prices.” Bill Miller Our investment strategies delivered positive returns in the third quarter, with all of our Security, Defensive, and […]
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June 30th, 2024
June 30, 2024 “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin Graham The first six months of the year have […]
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