Topics Include: The S&P 500 Concentration – The S&P 500 is more concentrated today than at any other time in history. What does this mean for future returns of Growth […]

At any stage of life, everyone can benefit from wealth planning. With the end of the year quickly approaching, now is a great time to review and consider various financial […]

Topics Include: Three Reasons Why the Fed Continues to Be Late – The Federal Reserve made the splashy announcement of a 50 basis point cut to the Federal Funds rate, […]

The death of a parent often leaves children, regardless of age, in a vulnerable position, both emotionally and financially. That being said, thoughtful estate planning can safeguard your children’s interests […]

Topics Include: The Cheapest Most Expensive Index in History – Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Cutting Through […]

Affluent individuals and families often possess significant assets, refined financial portfolios, and live seemingly comfortable and secure lives.  But even with substantial wealth, they can still have their lives significantly […]

Form ADV is used by investment advisers to register with the SEC and is required to be filed on an annual basis. Form ADV Part 2 is formatted like a […]

Topics Include: Are We a Growth Manager or a Value Manager? … Yes – Style agnostic investing is a major way investors can reduce style box risk. Stray and Pray […]

Topics Include: 2023: The Year of Inflections – 2023 was a year of inflections for markets. What do these inflections mean for 2024? Investing in Innovation – Learning From the […]

Topics Include: U.S. Equities Are Expensive…(?) – We examine the consensus bearish rhetoric on U.S. equities valuations and how the comparison between inflation and short-term interest rates has changed over […]