News Articles

It's Time To Talk About AI Image

It's Time To Talk About AI

Tuesday, January 13th, 2026

Q1 2026 Market Commentary

Simple Estate Planning Opportunities Image

Simple Estate Planning Opportunities

Tuesday, October 14th, 2025

Q4 2025 Market Commentary

What Is Modern Portfolio Theory? Image

What Is Modern Portfolio Theory?

Saturday, July 12th, 2025

Q3 2025 Market Commentary

Stocks Down, Volatility Up Image

Stocks Down, Volatility Up

Sunday, April 13th, 2025

Q2 2025 Market Commentary

2025 Tax Reform: A Primer Image

2025 Tax Reform: A Primer

Sunday, January 19th, 2025

Q1 2025 Market Commentary

A Look At Global Earnings Image

A Look At Global Earnings

Thursday, October 10th, 2024

Q4 2024 Market Commentary

The Importance Of Trading Image

The Importance Of Trading

Monday, July 8th, 2024

Q3 2024 Market Commentary

Stock Picking: Art Or Science Image

Stock Picking: Art Or Science

Wednesday, April 10th, 2024

Q2 2024 Market Commentary

Thinking Ahead: Tax Strategy Image

Thinking Ahead: Tax Strategy

Tuesday, January 9th, 2024

Q1 2024 Market Commentary

The Case For International Equities Image

The Case For International Equities

Wednesday, October 11th, 2023

Q4 2023 Market Commentary

Fundamentals Image

Fundamentals

Monday, July 10th, 2023

Q3 2023 Market Commentary

Strategic Tax Planning - Part Two Image

Strategic Tax Planning - Part Two

Monday, April 10th, 2023

Q2 2023 Market Commentary

Strategic Tax Planning Image

Strategic Tax Planning

Monday, January 9th, 2023

Q1 2023 Market Commentary

Perspective On The Down Market Image

Perspective On The Down Market

Tuesday, October 25th, 2022

Q4 2022 Market Commentary

The Bear Market Has Arrived Image

The Bear Market Has Arrived

Wednesday, July 13th, 2022

Q3 2022 Market Commentary

Inflation Is Here To Stay Image

Inflation Is Here To Stay

Wednesday, April 13th, 2022

Q2 2022 Market Commentary

A Tale Of Two Markets Image

A Tale Of Two Markets

Tuesday, February 1st, 2022

Q1 2022 Market Commentary

Q1 2022 Slides Image

Q1 2022 Slides

Monday, January 31st, 2022

Q1 2022 Slides

The Evolution Of Mutual Funds Image

The Evolution Of Mutual Funds

Tuesday, October 5th, 2021

Q4 2021 Market Commentary

Q4 2021 Slides Image

Q4 2021 Slides

Monday, October 4th, 2021

Q4 2021 Slides