Markets in 2 Minutes – May 2021
Growth stocks have been sluggish as of late and high valuations have many drawing parallels to the 90s tech boom. ...
Spring 2021 Market Recap
With record-high equity allocations in portfolios, should investors be concerned? Our investment team tackles this and more, including fixed income ...
Farewell, June Cleaver
In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our normal work, but now at ...
Fixed Income Investing in a Rising Rate Environment
Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations ...
The Shape of Things to Come: 2021 Tax Law Proposals
Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...
2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”
In this letter: A discussion of Modern Monetary Theory. While interest rates are back up, the rebound in risk-assets continues ...