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April’s Ups and Downs: Understanding Headline Risk

April’s Ups and Downs: Understanding Headline Risk

by Nasser Ali | May 1, 2025 | Client Communication, Our Insights

April has been quite a month filled with steep ups and downs. At this point, we are all aware of the catalysts; on-and-off tariff threats, the...
ESG Investing: Aligning Values with Wealth

ESG Investing: Aligning Values with Wealth

by Nasser Ali | Apr 25, 2025 | Client Communication, Our Insights

In recognition of Earth Day this week, it’s important to acknowledge an investment process that is gaining momentum and becoming more utilized by...
Weathering Market Storms

Weathering Market Storms

by Nasser Ali | Apr 16, 2025 | Client Communication, Our Insights

Like rollercoasters? Some love them, while others abhor them. As the old cliché goes, “different strokes for different folks.” Yet, we are all on...
2025 Q1 Letter

2025 Q1 Letter

by Nasser Ali | Apr 10, 2025 | Client Communication, Our Insights

Entering 2025, investors were feeling optimistic. The S&P 500 had just delivered back-to-back years of returns over 20%. The Federal Reserve had...
Slope of Hope

Slope of Hope

by Nasser Ali | Apr 4, 2025 | Client Communication, Our Insights

Slope of Hope. That is how one can describe the last few weeks. Financial market volatility and the overall downward trend are not new for the...
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