Homepage Insights

Insights

Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
Eric Wathen, CFA® | Aug 01, 2025

August Investment Comments

The first half of 2025 has presented investors with a paradox. Equity markets have demonstrated remarkable resilience, staging a powerful recovery fro...
James M. Skubik, CFA® | Aug 01, 2025

Blurred Lines

A few years ago, Hendrik Bessembinder, a finance professor at Arizona State, conducted a study of stock market returns over the past century that yiel...
Miles Putnam, CFA® | Jul 01, 2025

The Cost of Driving and Thriving

A recent press release from the Bureau of Labor Statistics tells me that the cost of living is rising at only a measured pace. The latest Consumer Pri...
James M. Skubik, CFA® | Jul 01, 2025

July Investment Comments

On the back of easing trade tensions, markets have staged an unusually rapid recovery from a tariff-induced near bear market about two months ago. The...
Dan Boyle, CFA® | Jun 01, 2025

June Investment Comments

Markets cheered on May 12th when the Trump Administration agreed to suspend most of the 145% tariff that it imposed on Chinese goods back on April 2nd...
Dan Krstevski, CFP® | Jun 01, 2025

Social Security and Medicare

Retirement is a time to enjoy the fruits of your labor, but it also comes with important financial and healthcare decisions. Two of the most significa...

Fiduciary wealth management for families building long-term wealth through individual stock selection and truly personal service.