The Power of Tax-Efficient Investing

“You can’t predict. You can prepare.” – Howard Marks The headlines this year have been relentless. Trade tensions escalate and de-escalate. AI investments soar to dizzying heights, then stumble amid concerns about valuations or Chinese competition. Geopolitical storms rage from Eastern Europe to the South China Sea. For many investors, this creates an uncomfortable paradox: […]

Understanding the Gap Between “Hard” and “Soft” Economic Indicators

You’re driving to an important destination using your trusty GPS when construction forces an unexpected detour. You begin to wonder, “Are we still on the right track? This doesn’t look familiar!” Meanwhile, the GPS calmly announces “Recalculating route” and continues providing reliable guidance. You now have two sources of information to consider: the emotional reaction […]

The Market, Doing Its Job.

The market still works, and the volatility we see isn’t chaos…it’s clarity.

Markets in Motion – Managing Through Volatility

When investing in uncertain times, maintaining discipline, perspective and optimism on the journey is key.

Navigating the Tempest

In the tempest of social, fiscal and global uncertainty, as financial stewards, keeping a level head and clear-sightedness is our opportunity and responsibility to stay on course to care for our financial houses.