Economy

In our June 30 Market Update, we spent time reviewing the first 45 days of Kevin Warsh’s term as Fed Chair.  At the 100 day mark, with his speech at the Kansas City Fed Jackson Hole symposium, we got further confirmation of Warsh’s attitude towards guiding Fed policy. As the world tuned in with rapt

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.

We can’t ignore AI. We mean that literally… You cannot ignore AI because it is everywhere. AI firms have grown to dominate the market… AI-related articles flood our news feeds… And if you don’t mention AI in your earnings call, are you even a company? All joking aside, AI hyperscalers and their suppliers have become

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our full, Q1 market

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.

The first month of 2026 demonstrated one clear thing – valuations still matter. As a fundamental manager, we’re often asked, “Yea, but is this the new normal?” when markets become detached from historic fundamental averages. We’ve gotten that question quite a bit over the past couple of years with tech valuations. And the answer is

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  Schedule A Call The information and opinions in this report have been

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  If you’d like to download a copy of our market commentary, click here.

Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions.  Schedule A Call The information and opinions in this report have been

Uncertainty. For anyone involved in investment management, it’s a four-letter word. That’s because uncertainty begets fear, and fear begets a host of issues that work against long-term financial wellbeing. For advisors and investment managers alike, much of what we do revolves around removing as much uncertainty as possible from the investment experience. But sometimes the