There and Back Again
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
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.
Growing Pains
We are now probably getting into the second act of the pandemic, and can’t yet see clearly the possible twists in the plot that will set us down in an entirely new landscape. Like a Shakespearean character, though, we continue to accommodate to circumstance.
Engaging with Social Justice
In 2020, our firm looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?
Pedaling as Fast as We Can
Optimism in the markets is being driven by innovation, ultra-low interest rates, and the promise of financial and public health support from the government. Are we running ahead of reality?
New Solutions, New Challenges
Environmental concerns have led many people to embrace electric vehicles. Demand is driving innovation and widespread adoption is sparking growth in new industries, especially around the reuse and recycling of batteries.
Taking In The View
There is anxiety about the near future and how it will affect financial markets. It's important to remember that short term variation is usually reversed at some point, averaging out to create consistent longer term results.
Rest in Peace, Justice Ginsburg
Our founding partner, Kate Campbell King, reflects on the life of Justice Ruth Bader Ginsburg, the experience of understanding loss, and how we carry her legacy with us.
National Policy, Personal Choices
Personal choices about savings and spending are affected by but independent from national fiscal policy. It is a matter of knowing what spending – and when spending – will bring you the most value.
On the One Hand: Housing Inflation
Are homeowners protected against the loss of purchasing power that inflation would bring?
From Extraordinary to Ordinary
More than four months beyond the initial orders to shelter-in-place, what was unusual has become familiar.
The Art of Understanding
Up or down, an undercurrent of uncertainty runs through the markets and current life; yet, we need to make decisions, and we need to be able to move forward.
Faith and Doubt in Equal Measure
Up or down, an undercurrent of uncertainty runs through the markets and current life. Yet, we need to make decisions, and we need to be able to move forward. Both Optimism and caution guide us as we engage in our work toward long-term growth.
Public Health vs. The Economy
A commitment of citizens to protect themselves and one another by wearing masks will also support economic growth.
A Curiosity Manifesto
A thin wedge of curiosity can open up mental and emotional space for positive change.
An Independence Day for All
We believe in a future that embraces the ideals of freedom, opportunity and strength in diversity, a future in which Juneteenth is just as important as July 4th.
Between a Rock and a Hard Screen
We are social animals, and we need connection with one another. The majority of our opportunities for physical connection have been cut off.
Everyone Versus Racism
We can all be part of a new normal that’s grounded in justice, as a community, with one another and not apart from one another.
The Privilege of Debt
Broader availability of capital is an important beginning in reducing the skewed distribution of economic opportunities and benefits.
Priced for Perfection
What is behind the dramatic disconnect between equity prices and current headlines?