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Investing can feel intimidating at first, but it’s one of the most powerful tools for building long-term financial freedom. Whether you’re new to investing or have years of experience, revisiting the fundamentals is always a smart move.

The saying goes, "Once is an accident, twice is a coincidence, three times is a pattern." This is the second time a big policy announcement immediately followed quarter-end. As writers of these pieces who must adjust on the fly, we hope to avoid a pattern. In this missive, we touch on a few headline topics flooding our inbox, highlight the slow-moving but relevant shifts happening in capital markets overseas, and lastly, provide quick cursory comments on new tax law. Reality > Headline In J

In our last blog, we broke down what AI is, its significant impact on markets today, and how it’s evolving. We also emphasized the importance of cutting through short-term hype and focusing instead on long-term, value-driven investment opportunities. In this follow-up, we’re taking a closer look at the industries and sectors that could benefit most from AI, both directly and indirectly. We’ll also explore how AI trends are manifesting in both the public and private markets and what it means for

Whether you're just getting started or looking to strengthen your understanding, listen to our panel of experts as they cover the building blocks of investing.

Artificial Intelligence (AI) is no longer a futuristic concept. It is a powerful technology actively reshaping the global economy. By taking on both repetitive tasks and advanced analytical work, AI is helping companies improve efficiency and gain a competitive edge. It’s essential for investors to stay well-informed about AI and the impact it can have on markets, the economy, and their investment strategies. This is the first of a three-part series on AI’s growing role in markets and the econo

Writing a quarterly letter in the wake of a tariff announcement feels like an exercise in April foolishness. Markets are moving fast, and no doubt they’ll shift again before this reaches your inbox. A quick disclaimer—we’re not here for political hot takes; there's plenty of that elsewhere. Most questions now concern policy, tariffs, the U.S. dollar (‘USD’), and the market impact. We will touch on those and related topics below, but first a quick recap. U.S. equity markets surged post-election