our insights
Stay informed with perspectives from our investment team:
Featured
March 30, 2026
Trademark Update – March 27, 2026
Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%). Today that spread is less than 2% (-4.4% to -6.2%). As bad as things have been here in March, overseas it has been worse (except for Latin America). Asia saw their 14% rally erode, settling with […]
Our Latest Insights
January 23, 2020
4th Quarter 2019 Market Perspective
Summary 2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020. Against a...
Read More
January 3, 2020
Trademark Market Perspective for January 3rd, 2020
What a difference a year makes! The year-over-year gain from Christmas Eve 2018 to the same day in 2019 was close to 40%! We went...
Read More
November 8, 2019
Trademark Market Perspective for November 8th, 2019
As the markets moved into September there was a lot of fear. As measured by GDP, purchasing managers, and the Institute for Supply...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.