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2025 4th Quarterly Review

2025 4th Quarterly Review

by Nasser Ali | Jan 8, 2026 | Client Communication, Quarterly Letters

Perseverance best describes the U.S. economy, the global economy, and the financial markets. All three have powered through tariff-induced trade...
2026 Outlook: Opportunity on the Horizon

2026 Outlook: Opportunity on the Horizon

by Nasser Ali | Dec 30, 2025 | Client Communication, Our Insights

Happy New Year! The flip of the calendar brings excitement as we toast the new year and say goodbye to the old. A new year is also a great...
Ho-Ho-Holdings: Riding the Holiday Market Wave

Ho-Ho-Holdings: Riding the Holiday Market Wave

by Nasser Ali | Dec 17, 2025 | Client Communication, Our Insights

Ho, Ho, Ho! It seems winter’s premature arrival this year prompted Santa to spread his joy early after the late-November lows. A Santa Claus rally...
From Gloom to Boom: Consumers Defy the Narrative

From Gloom to Boom: Consumers Defy the Narrative

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

Gloomy or Zoomy? Throughout much of 2025, consumer surveys have noted a dour psychology; however, actual spending data tells a different story, one...
Cost Basis 101: Avoid IRS Surprises

Cost Basis 101: Avoid IRS Surprises

by Nasser Ali | Dec 5, 2025 | Client Communication, Our Insights

How much did you make? Seems like an easy question to answer. If you don’t have an answer, the IRS can help. I can’t promise the IRS’s calculation...
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