Investment Strategy

Key Takeaways Like Batman, investors cannot resort to superhuman powers when investing. Instead, knowledge, analytical skills and ingenuity are paramount for success. Asset allocation, diversification and risk management are essential dynamics to consider as volatility moves higher. “I’m Batman!” Well, not really, but on the thirty-year anniversary of the re-birth of this superhero on the […]

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 […]