Blog
Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.
“CAPE” Fear
New market highs make headlines — and spark worry. Even the smartest metrics can’t predict the market’s next move.
The Wealth Within: Stoic Perspectives on Inner Riches
Achieving inner wealth also comes from helping those less fortunate than you. The Stoics did not believe that money was an inherently good or bad thing; what mattered to them was how people used their money.
The Tree of Wealth
Growing wealth in the equity market is much like growing a tree — it takes patience, discipline, and the ability to endure the seasons.
Practicing Poverty: Building Resilience and Gratitude
The Ancient Stoics believed that resilience is one of the most important traits we can develop over the course of our lives. The more resilient and grateful we are as people, the happier lives we will lead.
Mid-year Outlook
In our mid-2025 investment commentary, we reflect on the volatile first half of the year and reaffirm our commitment to a goal-focused, long-term approach to equity investing.
Reports of the Death of Equities are Greatly Exaggerated
Every once in a while, a popular doomsday scenario emerges that the dollar is losing its reserve status, and some other currency will soon replace it. This is often closely tied to the idea that American society, politics, and economics are in decline, and that when the world recognizes this, the U.S. dollar will implode.