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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...
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....
Irrational Exuberance or a New Era of Innovation?

Irrational Exuberance or a New Era of Innovation?

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...
Diversify Your Portfolio: A Timeless Strategy

Diversify Your Portfolio: A Timeless Strategy

by Nasser Ali | Jun 17, 2026 | Client Communication, Our Insights

Don’t put all your eggs in one basket. So goes the proverb attributed to Miguel De Cervantes’ 1605 novel, Don Quixote. The novel follows an...
SpaceX IPO Launch: A New Era Begins!

SpaceX IPO Launch: A New Era Begins!

by Nasser Ali | Jun 11, 2026 | Client Communication, Our Insights

It’s finally here! The hottest and most anticipated Initial Public Offering (IPO) is being launched today, June 12. We can’t recall an IPO as hot or...
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Recent Posts

  • Dive into Summer Reads!
  • Midterm Elections and Your Portfolio: What History Tells Us
  • Financial Independence: Measuring Your Progress
  • Congratulations, Kathy Armstrong!
  • 2026 2nd Quarterly Review

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