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Thursday, February 19, 2026

January 15, 2026Quarterly Investment Update Year End 2025As we look back on 2025, it’s important to filter the signal from the noise. If you caught ourlast quarter commentary, you’ll remember the list of conflicting economic signals....

Tuesday, December 30, 2025

October 6, 2025 Q3 2025 Investment & Market Update With the market breaking records week after week, you might expect this week’s commentary to be filled with rainbows and unicorns. Far from it. While the markets have broken record...

Thursday, July 24, 2025

Our previous commentary was focused mainly on the new administration’s tariff policies. While still a major concern in our forecast, the so-called Big Beautiful Bill’ has taken over the conversation. We’ll talk briefly about the short-lived