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Q3 2021 commentary

2021 3rd Quarter Commentary: “Updating an Outdated Jigsaw Puzzle”

In this letter: We take a break from the U.S. to focus on markets overseas by looking at a dated ...

Brief Update: New Executive Order May Help Small Businesses

Last week, President Biden announced an executive order aimed at accelerating the country’s path out of the pandemic. There are ...

Markets in 2 Minutes September 2021

Markets in 2 Minutes – September 2021

“Don’t fear rising rates.” In this month’s edition of Markets in 2 Minutes, Dmitriy Katsnelson of our investment team provides ...

markets in 2 minutes august 2021

Markets in 2 Minutes – August 2021

What’s going on in China right now? In this month’s edition of Markets in 2 Minutes, Chris Maxey of our ...

Mid-Year 2021 Market Recap & Outlook

Following a quarter of relative “normalization,” our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap ...

Impact Investing

What is Impact Investing? Impact investing is the process of aligning various preferred values with the generation of financial returns. ...

markets in 2 minutes

Markets in 2 Minutes – July 2021

What’s going on with the Fed right now? In this month’s edition of Markets in 2 Minutes, Chris Maxey of ...

Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married

When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...

Q2 2021 commentary

2021 2nd Quarter Commentary: “The Permanent Debate of Transitory Metrics”

In this letter: Monetary and fiscal policy remain very accommodative, translating to elevated valuations across markets. A new industry catchword ...

summer reading list

Summer Reading List 2021

Now that school is out and a holiday weekend is just around the corner, some may be looking to brush ...