“The Years Say What the Days Cannot Tell” (Ancient Chinese Proverb)
July 11, 2025
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of As we were writing the
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of As we were writing the
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of 6,144 on February 19th of
2024 turned out to be a very good year for equities in North America: the US market (the S&P 500) is up 25% and the
While the stock market usually posts moderate gains during election years, averaging 7% since 1952, 2024 could be an outlier, with the S&P 500 continuing
Now that the first half of 2024 is over, let’s look at how the performances differ from country to country, from sector to sector, and
It looks like this wall of worry is a lot taller than thought. After climbing it in 2023 (up 23.8%), the S&P 500 continued its
Just like the adage on Wall Street that markets always climb a wall of worry, Global Equity Markets – defined by MSCI World Index Total
Retiring in a down market can feel unsettling. After years of carefully saving, it’s natural to feel anxious when your portfolio dips just as you’re
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your
Have you ever wondered about the history of money? Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise
We all know diversification is a good thing, but is the S&P 500 all you need in your portfolio? After all, Warren Buffett once famously