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Dive into Summer Reads!

Dive into Summer Reads!

by Nasser Ali | Jul 23, 2026 | Client Communication, Our Insights

The days are long, temperatures are rising, and restless children are complaining of endless boredom. That can only mean one thing: Summer is here,...
Midterm Elections and Your Portfolio: What History Tells Us

Midterm Elections and Your Portfolio: What History Tells Us

by Nasser Ali | Jul 16, 2026 | Client Communication, Our Insights

Last month, we looked at how markets have historically behaved during midterm election years. This week, we turn to a related question: what happens...
2026 2nd Quarterly Review

2026 2nd Quarterly Review

by Nasser Ali | Jul 9, 2026 | Client Communication, Quarterly Letters

Resilient is the best way to summarize the second quarter. As the second quarter progressed, the financial markets looked past the Iran conflict as...
250 Years of Change: How Our Market Indexes Evolved

250 Years of Change: How Our Market Indexes Evolved

by Nasser Ali | Jul 1, 2026 | Client Communication, Our Insights

Two and a half centuries after declaring independence from Great Britain, we live in a world that the Founding Fathers could scarcely have imagined....
Irrational Exuberance or a New Era of Innovation?

Irrational Exuberance or a New Era of Innovation?

by Nasser Ali | Jun 25, 2026 | Client Communication, Our Insights

“Irrational Exuberance.” A phrase made popular by former Federal Reserve Chairman Alan Greenspan serving between 1987 – 2006 who passed away this...
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Recent Posts

  • Dive into Summer Reads!
  • Midterm Elections and Your Portfolio: What History Tells Us
  • Financial Independence: Measuring Your Progress
  • Congratulations, Kathy Armstrong!
  • 2026 2nd Quarterly Review

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