Investment Strategy

Today is the beginning of the astronomical summer, otherwise known as the summer solstice. The summer solstice is the perfect time as it is the longest day of the year (Americans get anywhere from four to eight hours of sunlight more than the shortest day of the year in December) and temperatures are mild (or […]

Congratulations to the defending World Cup champion U.S. Women’s National Soccer Team for an impressive opening game victory in this year’s tournament in France. By defeating Thailand 13-0 this past Tuesday, they set the largest margin of victory in Women’s World Cup history. Despite the strong start, we implore the team to remain focused and […]

Our second quarter outlook titled, “Reckoning with Records” proved prescient even outside the world of finance. From weather (record-high temperatures in May) to movies (unprecedented opening-weekend box office revenues for the “Avengers: Endgame”) to sports (a record 1,135 homeruns hit in Major League Baseball in May) to Jeopardy (James Holzhauer notching the ten largest paydays […]

The “inconvenient truth” of equity market pullbacks is that investors tend to want them in order to invest at more favorable prices, but when they actually occur, investors get nervous, question their conviction and postpone their purchases. As we have mentioned in recent Weekly Headings, we had grown more cautious on the equity market as the […]