Financial Investing Insights and Resources

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.

Over the past decade, collectible watches have become an increasingly appealing asset class for both enthusiasts and investors. These timepieces offer more than just aesthetic and mechanical beauty; they represent a blend of heritage, craftsmanship, and financial potential. Yet, like all investments, watch collecting comes with its challenges. Market volatility, authenticity, and the ongoing demands of maintenance are at the forefront of concerns. To navigate this space successfully, it’s essen

Introduction The One Big Beautiful Bill, signed into law on July 4, 2025, includes a groundbreaking initiative known as the Invest America Act, which establishes tax-advantaged investment accounts for children. This legislation is designed to provide every American child with a financial head start and encourage long-term saving and investing from an early age. It is a serious and optimistic step toward promoting economic opportunity and generational wealth. The idea behind the Invest America A

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

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

The 60/40 portfolio – a mix of 60% U.S. Large Cap Stocks and 40% U.S. IT Government Bonds – has long been regarded as a simple and effective investment strategy. The allocation values balance, leveraging equities for capital appreciation and bonds for income and stability. This allocation has historically provided solid risk-adjusted returns while minimizing the impact of market volatility. However, shifting market dynamics have tested its resilience, raising headlines about how well it still h

As the year draws to a close, investors should be aware of the potential capital gains distributions that mutual funds and certain ETFs often make around this time. These distributions can have a significant impact on an investor’s long-term wealth. Think of your investment accounts as a monetary pipeline, where cracks can drain your assets, leaving you with less than you could have accumulated. Taxable capital gains distributions can be a large drag on portfolio performance over time. With pro

Summary In recent days, financial and social media have been buzzing with warnings of a potential “lost decade” for stocks and a looming “market reckoning” for bonds. Notably, Goldman Sachs has cautioned that the S&P 500 may experience slower growth, while prominent investor Paul Tudor Jones predicts a financial crunch tied to unsustainable government spending. While these headlines are designed to grab attention — whether for internet clicks or television ratings — they often overlook crit

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve as the foundation of our portfolio construction process because they represent our forecasts for how different asset classes (such as stocks, bonds, real estate, and alternative investments) may perform going forward. The data is then used to approximate the efficient frontier and evaluate tradeoffs between allocating to different types of investments. As pa