News

When it comes to financial planning, no matter what the world throws at us, some questions remain constant. How do I manage my day-to-day finances? How do I prepare for the future? And, perhaps most importantly, how do I deal with life’s curveballs? Sometimes, other topics bubble up, depending on the year, the market, or […]

Investors today can be excused for falling out love with bonds. Historically, the asset class has produced 5%-6% returns over the very long term. However, in the year just ended, the Bloomberg Aggregate Bond Index, a broad measure of the U.S. bond market, squeaked out a 1.4% total return, and over the last five years, […]

In this season of January forecasts, we seldom expect many predictions to hit their mark. After all, in 2023, the nearly universally expected U.S. recession never came, and in 2024, the consensus on interest rates was completely wrong. Still, expert predictions do force us to think about risks, and that may be their real purpose. […]

This page is not about economics. I really don’t know whether President Trump will put a 100% tariff on goods coming from China or whether China will use its enormous reserve of rare earth minerals as a bargaining chip with us. What I do know, however, is that China-U.S. relations will dominate global politics for […]

In the ever-evolving world of finance, it feels like there’s an announcement of a new ETF almost every day. Over the past five years, the number of exchange-traded funds (ETFs) in the U.S. has skyrocketed from approximately 2,000 to over 3,500—a staggering increase. So far this year, nearly 400 new ETFs have entered the market. […]

As part of their job, equity analysts are required to read about a wide range of topics, everything from the impact of declining birth rates on global economic growth to the rising price of arabica coffee beans. This is, without a doubt, what keeps our work interesting and, hopefully, useful. Listed below are several data […]

A look back at 2024 will cause many to shake their heads at the wild and seemingly abnormal events that occurred over the course of the year. In the U.S, the incumbent president was effectively removed from the ballot by his own party, the previous president was convicted of 34 felonies and then won reelection […]

Our annual chocolate recipe winner this year comes from—wait for it—Dubai…via TikTok…via our Head of Operations, Jordan! Congratulations to Jordan Lafayette with the “Dubai Chocolate Bar” submission. Jordan has been with the firm for 13 years, and while technically she is a Millennial, she exhibits some cuspy Gen Z traits, including her fondness for the […]

Most of us are aware of the lack of supply in the current housing market. But just 15 years ago we faced the opposite problem. History can provide a helpful perspective, so let’s go back to the 2000s and look at how we ended up with such an oversupply prior to the Great Recession of […]

It is an unbelievable scenario: you have access to the front-page headline of The Wall Street Journal one day before it is published. You can use this information to trade, and you are provided with funds to do so. It sounds like a surefire way to become rich! Is it legal? Yes, because it isn’t […]

In every election since we’ve been in business, we get questions—anxieties, mostly—about who will win and why it will be disastrous for stocks. Anne summed it up nicely in the title of an article she wrote during the 2020 election cycle, “It’s not just about who sits in the oval office.” This year has been […]

China has a lot to boast about. Since economic reforms were put in place by Deng Xiao Ping in the late 1970s, China has lifted more people out of poverty (800 million) in a shorter time than any country has ever done in history. Visit China today and you will marvel at the futuristic skyscrapers, […]