October 01st, 2026
Energy led the market as renewed conflict in the Middle East pushed oil prices back toward $100 per barrel, while strong earnings kept the broader indexes afloat. Read on ...
September 28th, 2026
Since 1958, rate hikes haven't stopped stocks from averaging a positive first year. Read on ...
September 15th, 2026
Even over single years, equities have outpaced cash about two-thirds of the time. Read on ...
August 19th, 2026
SpaceX finally went public in June in the largest IPO in history, spiking nearly 50% in its first weeks of trading before round-tripping to roughly 3% above its IPO price. Read on ...
August 04th, 2026
The real takeaway: headline risk often drives short-term volatility, but long-term investors have overwhelmingly been rewarded for staying disciplined. Read on ...
July 23rd, 2026
There may well be froth in corners of the AI trade, but the largest name in the space is priced like a mature industrial, not like a Dot-com era longshot. Read on ...
July 08th, 2026
As we look ahead, our focus remains the same: maintaining a portfolio built for durability across multiple future scenarios while staying positioned to capitalize on opportunity as leadership continues to evolve. Read on ...
July 01st, 2026
The real takeaway: headline risk often drives short-term volatility, but long-term investors have overwhelmingly been rewarded for staying disciplined. Read on ...
June 18th, 2026
The real takeaway: headline risk often drives short-term volatility, but long-term investors have overwhelmingly been rewarded for staying disciplined. Read on ...
May 20th, 2026
The real takeaway: headline risk often drives short-term volatility, but long-term investors have overwhelmingly been rewarded for staying disciplined. Read on ...