Our Research

The fiscal path of the federal government has increasingly become a topic of conversation, not to mention concern, not only among the general public but also among market participants.

One of the best pieces of investment advice we’ve ever come across is “don’t make short-term judgments about long- term assets.”

In a long-ago time, when documents were actually printed, a popular phrase – “before the ink was even dry” – was used to describe how quickly things can change.

In a long-ago time, when documents were actually printed, a popular phrase – “before the ink was even dry” – was used to describe how quickly things can change.

U.S. large-cap stocks (S&P 500) continued to melt up in February and turned out a 5.3% total return during the month, as earnings season provided an upside catalyst with mega-cap technology stocks tied to the artificial intelligence (AI) theme leading the way.