From the October 2023 lows through the first quarter of 2024, global equities are up over 25%, some specific industries are up over 50%, and many artificial intelligence-related assets are […]

Fixed income markets kicked off the year with an atypical jubilance for an asset class designed to preserve capital and generate income. Nevertheless, a rapid decline in long-term rates over […]

As we are currently engaged in gathering forms and data for taxes, I thought that now could also be a good time to review what exactly is involved in the […]

Famed investor Peter Lynch’s quote on the 1848 Gold Rush encapsulates both the promise and peril of investing amid periods of speculation. Opportunity springs from enabling new innovations, but danger […]

The year 2023 was quite a rollercoaster for U.S. fixed income markets. Rates across the yield curve saw considerable volatility throughout the year as the Federal Reserve’s campaign against inflation […]

On December 31st, 2025, the Tax Cut and Jobs Act (TCJA) – signed by President Donald Trump in late 2017 – will expire. As one of the largest tax reform […]

Entering 2023, the consensus outlook was bearish for most asset classes. Inflation would remain stubbornly high. Interest rates would continue to rise and remain higher for much longer. Corporate earnings […]

U.S. equities bears have been out in full force during the first nine months of 2023. The most common bearish thesis over the summer sounded something like this: The Federal […]

For many investors, whenever the topic of alternative investments is brought up, their eyes gloss over as they prepare to be inundated with complex investment jargon accompanied by top-notch marketing […]

Interest rates rose in the quarter and finished at year-to-date highs across the yield curve. The move higher in rates weighed on performance, with both benchmark 10-year Treasury Notes and […]