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,...
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...
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...
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...
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....
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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