Insights
Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
Archived Articles
June 2019 Newsletter
June 30, 2019
Deal or No Deal
In the game show Deal or No Deal a game show contestant chooses a briefcase to eliminate from 26 briefcases all containing some amount of money inside ranging from $0.01 to $1,000,000. As the number of remaining suitcases...
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May 2019 Newsletter
May 31, 2019
April Showers Bring May Flowers
The month of April, traditionally a rainy period, gives way to May, when flowers bloom and people begin looking at the summer months ahead. It can also be a metaphor that a period of discomfort can provide a period of happiness...
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April 2019 Newsletter
April 30, 2019
Record Breaker
As we go to press we are about to set a financial record. You might think we are talking about a record close for the S&P 500 (that was set on April 29, 2019) or the NASDAQ (also set on April 29, 2019). But you would be...
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March 2019 Newsletter
March 31, 2019
March Madness
March Madness is heating up. This weekend we will be rolling into the Sweet 16 round of NCAA basketball where the top teams go head to head, competing for the Elite Eight, the Final Four and finally the championship game....
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February 2019 Newsletter
February 28, 2019
Why is February the Shortest Month of the Year?
Ever wonder why the month of February has only 28 days?  After all, we could have used a few extra days  this year with the Dow Jones Industrial Average finishing February with an 11% year-to-date gain.  Myth has it that in Ro...
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January 2019 Newsletter
January 31, 2019
Baby It's Cold Outside
After a difficult year in 2018, in the first month of 2019, the global equity markets delivered their best returns for the start of the year since 1987. Forget about the record arctic blast blanketing the Midwest making it the...
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