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
August 2019 Newsletter
Let's Do The Limbo Rock
Chubby Checker had a big hit that you hear at most wedding celebrations. You know, dancing under the stick without touching it. "Limbo lower now, Limbo lower now, How low can you go?" It's always a crowd favorite, usually played...
Read More
April 2019 Newsletter
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...
Read More
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...
Read More

Continue the conversation.

Let’s Chat