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Informed Decisions Drive Better Outcomes

Quarterly Commentary

Diversification Is Back

Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.

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Three-Peat for BEW

For the third year in a row, we are proud to announce our inclusion on the Financial Times’ Top 300 ranking of the country’s top independent RIA...

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