Big Thinking. Personal Focus.

A sweeping update to the U.S. tax code was signed into law late last week under the One Big Beautiful…

Credit rating agencies, such as Fitch, Moody’s, and Standard & Poor’s, provide ratings of the creditworthiness of debt issuances (from…

Historically, the month of May has not been the strongest for the equity market. Many investors may have heard the…

So far this year, capital markets have reacted strongly to news about potential trade wars and tariff policies. In April,…

If you had invested in the S&P 500 on March 30th, 2025, then slept for a month and woke up…

The beginning of April’s erratic market moves was disorienting. On April 8th, the S&P 500 closed out its worst four-day…

This past week has been extremely volatile, and capital markets have reacted strongly. Let’s recap what has happened. On April…

There were several headwinds for domestic equities in February. On the economic front, while inflation decelerated slightly, consumer spending pulled…

Reflecting on the last 2 years, many can argue that we have not needed diversification across portfolios. After all, when…

On February 1, 2025, the White House announced new tariffs on imports on its three top trading partners, Canada, Mexico…