The Winds of Tomorrow… Will Blow Tomorrow
July 11, 2023
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
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.
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
Judging by what we read in the newspapers lately, we would think the stock market is struggling with high inflation and a banking crisis around
2022: a perspective on annual stock market returns in the last 100 years Now that 2022 has ended, we can say it has been a
The push and pull of inflation and interest rates, full employment and millions of jobs unfilled, unchecked demand and broken supply chains, exuberant investors, and
First of all, with summer having just begun, we hope you have a chance to have a wonderful family holiday before autumn arrives. We would
As the day winds down on March 31, 2022, we find ourselves living in interesting times. Government spending and budget deficits, fuelled by historically low
We have been extremely busy investing in our company and our systems and processes to better serve our clients. At this point we wish to
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
Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise to the barter system which, although simple and direct,
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis