Market Perspective
Buckle Up for Ease
10/22/2025
Market Perspective
On September 17, 2025 the U.S. Federal Reserve (the Fed) lowered the Federal Funds rate by 25 basis points to 4.25%...
Read More →
Harvest Season, Extended
10/03/2025
Market Perspective
In the world of investment management, the "hidden" cost of taxes can be one of the largest drags on an investor's long-term returns...
Read More →
Identifying Quality
08/15/2025
Market Perspective
Investing in quality stocks can offer a powerful combination of defensive resilience and long-term growth potential.
Read More →
Dominating Deficits
06/23/2025
Market Perspective
The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
Read More →
April Showers
05/12/2025
Market Perspective
As they say, April showers bring May flowers, and investors who weathered the storm this past month are looking forward to the sunshine...
Read More →
Navigating Potential Stagflation
04/24/2025
Market Perspective
Uncertainty around the economic impacts of the Trump Administration’s tariff policy has caused concern of a potential environment where inflation reaccelerates while growth slows...
Read More →
March Madness
03/25/2025
Market Perspective
With screens on and brackets in hand, investors have entered “March Madness” in which the arrival of spring also means basketball...
Read More →
When the Bills Are Due
02/21/2025
Market Perspective
With the return of the Trump Administration, there is uncertainty about the potential impact of recently implemented policies and impending changes...
Read More →
Quality Matters
02/14/2025
Market Perspective
In the world of investing, factors are nothing new and are often used as a tool for diversification. With factor-based approaches, however, many investors often ...
Read More →
Volatility & The Fed
09/24/2024
Market Perspective
Investors following along this year witnessed higher average levels of volatility compared to the post-crisis quantitative easing era. However, until August, it was a relatively ...
Read More →