Markets started with a choppy uptrend
Markets have started with a choppy uptrend and ended the quarter up 5%, despite a sharp correction in January. Our outlook has not changed. We still expect
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.
Markets have started with a choppy uptrend and ended the quarter up 5%, despite a sharp correction in January. Our outlook has not changed. We still expect
2009 has been a good year for most investors, except for those who panicked and sold out of the markets in March and took refuge in
Stock markets around the world continue to climb the proverbial “wall of worry”, reaching 10,000 for the popular Dow Jones Industrial Index. A plethora of
Now that global markets have rebounded from their spectacular declines of September 2007, investors are breathing easier, hoping that the worst is over for this
After a nasty 2-month decline in the global stock markets, the rebound since March 9th, 2009 is no less spectacular. Volatility in the markets has
First of all, we would like to wish all of you a Happy New Year for 2009. In order of importance, we would like to
We don’t have to tell you what happened since our last quarterly report. A picture is worth a thousand words. Now that panic has set

Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market

Today’s investors have access to more products than ever. Among the most common are Mutual Funds, Exchange-Traded Funds (ETFs), and stocks. Each option can help

Saving isn’t glamorous. It means choosing to withhold spending now so you can enjoy more in the future, and let’s be honest: in your 30s,

At first glance, implementing tariffs may seem like a straightforward and beneficial policy. After all, why not impose a tax on foreign goods and generate