Dear Friends: A Great Q2: The Ship Comes in for Diversified Portfolios Q2 was a great quarter in the US equity markets as capital investment in AI infrastructure expands rapidly and at least initially is expected to broadly benefit many…

Q1 was a wild ride, however despite the Iran War our portfolios significantly outperformed. Although the S&P500 and the aggregate bond markets were down 3.5% and 0.8%, respectively, our portfolios were generally positive and materially better than the benchmarks due…

January 15,  2026 Dear Friends: Strangers Things: International Stocks – The Comeback Asset of the Year! When Stranger Things debuted in 2016, it quickly became a cultural phenomenon popular with young and old alike. By the time its last season…

The Year of AI – Financial Markets Like IT! The financial markets and diversified portfolios are up nicely, delivering impressive gains YTD, driven by strong corporate earnings, resilient consumer spending, and continued enthusiasm around artificial intelligence (AI) with Capital and…

Learnings from a Tarriff-ic Quarter! Commonly clients will ask us “How often should I check my portfolio?”.  This is a great question and the answer depends on a couple of factors: 1) Has anything changed that materially impacts your monthly…

April 23, 2025 Dear Friends: Tariffs, Doc Holiday, and Three Key Questions (and Answers) Even if you limit your “news” intake these days, you have probably heard quite a bit of talk about tariffs and what they mean for the…

January 15, 2025 Dear Friends: Inflation Sensations Jimmy Carter recently passed away at age 100 and although his record and legacy are mixed, most all who knew him said he was a good and kind man who treated others well…

Dear Friends: Voters Guide for the Election Just kidding!  We aren’t going that far – there are plenty of those out there if you need one.  However, the November election is top of mind for many of course and with…

July 9, 2024 Dear Friends: Why the Magnificent 7 Stocks have been so magnificent and what is a Nvidia anyway? One of our client’s children recently overheard our conversation about some of this year’s stock performance including Nvidia, and asked…

April 16, 2024 Dear Friends: The Power of Making Good Risk Assessments The popular Netflix series “Stranger Things” is set in a small Indiana town in the 80s and has been widely acclaimed for recreating the social environment and nostalgia…