by Nasser Ali | Apr 22, 2026 | Client Communication, Our Insights
The Times, They Are A-Changin’, a song written by Bob Dylan in 1964 during the 1960s civil rights movement, was an anthem of change. We might...
by Nasser Ali | Apr 16, 2026 | Client Communication, Our Insights, Uncategorized
The last 5-6 weeks have tested investors’ resolve. The geopolitical environment has leaked into the financial markets via reaction to the Middle...
by Eric Wyss | Apr 15, 2026 | Client Communication, Planning Bulletins
When building an investment portfolio, many investors focus primarily on returns, but an equally important consideration is how those returns are...
by Nasser Ali | Apr 9, 2026 | Client Communication, Quarterly Letters
The first quarter of 2026 was a good reminder that financial markets do not move in a straight line. After posting very strong returns in 2025,...
by Nasser Ali | Apr 1, 2026 | Client Communication, Our Insights, Uncategorized
March has been quite a month, filled with steep ups and downs. At this point, we are all aware of the catalyst: the Iranian attacks/war and...
by Nasser Ali | Mar 26, 2026 | Client Communication, Our Insights
Another week, another surprise. After a four-week decline, equity markets started this week with a bang. What was the catalyst? President Trump’s...
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