Blog
Q1 2025 Market Review
In a reversal of a trend in recent years, more investors sought opportunities outside of the US and moved to International Equities in the first quarter of
Category: Investing
Blog
Markets Look Forward. Investors Should Too.
Recent tariff announcements and activities have sent shockwaves through global investment markets, unnerving many investors and prompting sharp selloffs in equity markets around the world. Volatility, as measured
Blog
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to
Elections
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely
Blog
What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor
Investing
The Legacy of Dr. Harry Markowitz
Dr. Harry Markowitz revolutionized the way investment portfolios are constructed.