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
December 31, 2013
Trademark Perspective for December 30, 2013
First of all, from a trading perspective, nothing has changed. We are still in a bull market, and as such the correct position is to be...
Read More
November 13, 2013
Market Perspective for 11/13/13
Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch. There are few issues...
Read More
October 18, 2013
3Q12 Quarterly Perspective
Summary Stocks continued their rally in the third quarter. The adage, “Sell in May and Go Away” has gained favor in recent years, in...
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.