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Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
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...
Read moreQ4 2024 Commentary – The Case for Diversification Remains Strong
Big moves for the S&P 500 are not unusual. Stocks produce long-term averages through a two-step-forward-one-step-back rhythm. Likewise, this decade the S&P 500 has grown 14.5% per year, nearly 100%...
Read moreThe Rising Impact of Inflation on Global Markets in 2024
Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.
Read moreElections Matter… for Financial Planning
While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...
Read moreQ3 2024 Commentary – Does Anyone Remember August?
The S&P 500 fell 8.5% over two weeks in August. Does anyone remember this? Through September 30, the index was up 20.8%, the best start to the year since 1997. August was...
Read moreWebinar with Apollo Lupescu from Dimensional Funds
Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.
Read moreEvery bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.
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