Highlights

April 10, 2025

Investment Management - First Quarter 2025

Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust themselves eventually, irrespective of timeframe.

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March 5, 2025

Maintaining a Long-Term Perspective

Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.

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News & Insights

February 27, 2025

Real Estate Planning

Anyone who has been in the market for a new home over the past few years has discovered something many economists once considered highly improbable – a sudden and sustained lift in mortgage interest rates coupled with resiliency in housing prices.

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