For retirees, choosing the most optimal pension option deserves a rigorous analysis. For many employees in the public and private sector who are facing the prospects of an imminent retirement, […]
SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio
Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes. Many of these “investments” […]
Let’s Get Fiscal
The equity market is not the only thing hitting an all-time high. US federal debt held by the public ended 2020 at $21 trillion, up from $9 trillion at the […]
A Look in the Rearview Mirror
While I could say that this past year has been a rollercoaster, that doesn’t quite capture the true depth and range of emotions experienced over the last 13 months. A […]
Credit Markets: Strong Economic Growth and Inflation Ahead
Bond yields rose dramatically in the first quarter as investors began pricing in the likelihood of the strongest economic growth in the U.S. and globally in decades and corresponding inflation […]
Responsibly Investing in the Energy Transition
The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no […]
Investing in Innovation – The Promise and The Perils
There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders […]
GameStop: To the Moon … and back
The remarkable rise and fall of GameStop (GME), a distressed video game retailer, has been nothing short of extraordinary. Echoing the speculative flurry of past bubbles, GameStop rallied from under […]
A 2021 Equities Preview. The Questions to Consider Entering the New Year.
The past year will arguably be viewed as the most unique year for equities in our lifetime. The year started as a promising one for equity markets. The global economy […]










