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
September 2020 Newsletter
September 28, 2020
Announcing a new silver lining for 2020
If there’s one thing 2020 has proven to us all, it’s that life can be full of surprises. In the face of the pandemic, most of those surprises have been unwelcome. Yet through it all, I see people everywhere finding silver linings ...
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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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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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