Known Unknowns  

There are known knowns; there are things we know we know. We also know there are known unknowns… “There are known knowns; there are things we know we know. We […]

January 16, 2023 | Economics , Investment Commentary |

Overlooked but Not Forgotten  

Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]

Credit Markets: 2022 Marks Worst Year for Bonds in History   

Aggressive interest rate hikes led to unprecedented losses in the bond market. Amidst continued aggressive monetary tightening by the Federal Reserve, the U.S. bondmarket notched its worst year on record […]

January 15, 2023 | Fixed Income |

Making Smart Stock Moves in a Down Market  

Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market. Arguably, 2022 will offer a future case-study that the old adage “buy low […]

January 15, 2023 | Financial Planning |

Where Will Investors Focus Next?  

A shift in focus may be upon us in U.S. equities. Investors had a lengthy list of worries in the first three quarters of 2022, starting with the omnipresent war […]

End of Year Tax Planning  

There is still time to take control of your 2022 tax bill.  It’s that time of year again.  The 4th quarter holds a special place in my heart.  It’s filled […]

October 23, 2022 | Financial Planning |

The Fog of War

Perspective amid a volatile year as the Fed battles inflation.    Fog often envelopes the Bay Area. At times, it is very dense, limiting visibility and raising uncertainty for travelers. […]

October 23, 2022 | Economics |

Credit Markets: The Bond Bear Market Continues

After years of being underweight to bonds, we now see attractive yields that could become tailwinds for client portfolios. What was already one of the worst year-to-date performances in bond […]

October 23, 2022 | Fixed Income |

2022’s Painful Lessons  

In this piece, we review the important lessons that investors learned so far in 2022, and why our Investment Team strives to avoid these mistakes every day. As the painful […]

July 17, 2022 | Economics , Investment Commentary |

Stagflation Redux?  

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index […]

July 17, 2022 | Global Equities , Economics |

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