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Quarterly Commentary
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.
Read moreWhy Real Estate Investors May Not Need as Many Bonds in Their Portfolio
A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.
Read more“One Big Beautiful Bill Act” – Strategy for Deduction Phaseouts and Charitable Giving
Today, we’ll review two areas of the law that suggest renewed planning opportunities in the years ahead: (1) deduction phase-outs and (2) charitable giving. For both, the new rules add a layer of...
Read moreBreaking Down the One Big Beautiful Bill Act: Key Tax Changes
On July 4th, President Trump signed the “One Big Beautiful Bill Act” (OBBBA), a sweeping tax package. The law makes permanent many of the provisions of the 2017 Tax Cuts and Jobs Act (TCJA),...
Read moreAdding More International Bonds
Many of our portfolios have recently added a dedicated international bond fund. It's a natural extension of one of our core principles: diversification.
Read moreGeopolitics Grabbed Headlines. Markets Had Other Plans.
Geopolitics matters, but it’s rarely the force that determines investment results. Last quarter put that idea to the test. The relentless pace of global headlines – tariffs, conflict in...
Read moreInvesting 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...
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