The Sandcastle and the Larger Dune
I am writing this from my laptop, while attending a conference on “Artificial Intelligence in Financial Technology” at Stanford University ...
Markets in 2 Minutes – June 2022
It’s been three decades since stocks and bonds have been down simultaneously, proving to be a tough year for investors. ...
Navigating the Changing Financial Landscape for Professional Golfers and Athletes
Spending over 20 years in the wealth management business, one would think we’ve seen it all – market ups and ...
Markets in 2 Minutes – May 2022
Whether you’re a more conservative or aggressive investor, you’ve likely experienced similar levels of loss in your portfolio so far ...
Markets in 2 Minutes – April 2022
Fixed Income and the Fed Funds Rate – in this month’s edition of Markets in 2 Minutes, Emily Platt of ...
The Securing a Strong Retirement Act of 2022: What You Need to Know
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, ...
Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back ...
Markets in 2 Minutes – March 2022
Commodity markets have suddenly gained a lot of attention. In this month’s edition of Markets in 2 Minutes, Chief Market ...
Puncturing Inflation
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to ...
2022 1st Quarter Commentary: “Bound by Bonds”
We relayed a note in late February discussing the war in Ukraine, our thoughts, a few points on markets, and ...