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Beyond the Headlines: Investing with Discipline

Beyond the Headlines: Investing with Discipline

by Nasser Ali | Jul 30, 2026 | Client Communication, Our Insights

The U.S. hosting the 2026 World Cup brought many surprises, on and off the pitch. Whether it is smaller countries toppling giants, superstar players...
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...
Financial Independence: Measuring Your Progress

Financial Independence: Measuring Your Progress

by Eric Wyss | Jul 14, 2026 | Client Communication, Planning Bulletins

When people hear the term financial independence, they often associate it with retirement. While retirement can certainly result from financial...
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....
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Recent Posts

  • Beyond the Headlines: Investing with Discipline
  • Dive into Summer Reads!
  • Midterm Elections and Your Portfolio: What History Tells Us
  • Financial Independence: Measuring Your Progress
  • Congratulations, Kathy Armstrong!

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