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
February 2019 Newsletter
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
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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