Articles

Olympic Trials & Tribulations

By |2021-07-23T14:03:46-07:00July 23rd, 2021|

The Olympics reliably provide great drama. Whether it’s enough to justify the cognitive dissonance of hammering forward with the Games amid a health crisis is another question

Cycles of Recovery

By |2021-07-16T13:49:30-07:00July 9th, 2021|

Q2 2021 Market Commentary
Global economic activity has picked up over the last three months, reflecting pent-up demand but still faces several road bumps as the pace of recovery varies between nations.

They Who Have The Gold

By |2021-07-16T13:52:12-07:00July 2nd, 2021|

Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.

Echoes of Past Excess

By |2021-07-09T15:10:42-07:00June 25th, 2021|

Investors face the question of whether high equity prices are a sign of speculative excess or a reasonable conclusion based on pandemic-altered demand and a recovering economy.

Innovation Begins with Investment

By |2021-06-25T13:03:39-07:00June 11th, 2021|

In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.

There and Back Again

By |2021-06-11T15:25:22-07:00June 4th, 2021|

To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.

The Hemingway Law of Motion

By |2021-06-11T15:26:12-07:00May 28th, 2021|

Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.

Help Wanted

By |2021-06-04T16:25:54-07:00May 21st, 2021|

The national employment headline numbers don’t tell the full story of a fraught employment landscape, with ‘help wanted’ signs outpacing job applications in recent weeks.

Your Retirement, Your Values

By |2021-06-03T10:45:51-07:00May 11th, 2021|

A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.

History as Context

By |2021-05-14T14:07:41-07:00May 7th, 2021|

Tax rates and mortgage rates are both on the rise. For some investors, these shifts may indicate negative trends for market prices and economic growth. If we zoom out for perspective, history tells us that these increases may not be such a bad thing.

Pinch Points

By |2021-05-14T14:08:16-07:00April 30th, 2021|

Many industries have been unprepared for rapid surges in demand caused by the pandemic. Notably, the lumber and microprocessor industries find themselves rationing scarce quantities through higher prices.

A Dash of Perspective

By |2021-05-07T13:43:12-07:00April 23rd, 2021|

One method of gaining perspective when faced with overwhelming data is to zoom out and understand how recent activity fits into a larger pattern. By doing this, we can gain a better understanding of the ‘relative progress’ during the pandemic versus the ‘absolute progress’ over a longer timeframe.

Money, Cryptocurrency, and the Value of Trust

By |2021-04-30T15:21:48-07:00April 16th, 2021|

Cryptocurrency is an evolution of money that currently hinges on its ability to solidify widespread trust in its functionality as a store of value and a medium of exchange. Trading platforms like Coinbase may add legitimacy and security to ownership of cryptocurrency.

Soil Health and Societal Health

By |2021-06-01T14:13:42-07:00March 31st, 2021|

Impact Highlight Report
We examine the interconnection between soil health and societal health and the opportunity for investors to align their financial resources with their desire for a positive impact.

Bottleneck at the Canal

By |2021-03-31T11:07:23-07:00March 26th, 2021|

Traffic on the Suez Canal is fully halted in both directions after the Ever Given became lodged in the embankment. Fascinating as it is, the bottleneck and the slowdown that it’s caused will ultimately be a short-term detour in the long-term trajectory of global trade.