The Magic of Bonds
Bonds can play many roles in individual and institutional portfolios; we value them primarily for improving stability and – perhaps less intuitively – as a tool to enhance future growth.
The Real Estate Conundrum
Historically, real estate has been a reliable hedge against inflation. Whether it makes sense to invest in real estate right now is unclear; coronavirus has clouded that picture in unusual ways.
Space Race 2.0
This pursuit of technological leadership, and the pedestal for economic and ideological influence that accompanies it, drove overwhelming investment into research and development in the first space race.
Fear, Patience, and Persistence
There is debate over how to manage economic reopening. The real culprit is the virus itself.
Building Back Better
Q2 2020 Market Commentary
We observe the shock of the initial coronavirus crisis evolving into energy for creative economic recovery.
Recalibrating Expectations
A partial economic reopening led many to believe that a path to normalcy was coming. For the global travel and tourism industry, normalcy is a long way off.
Table for Two, Six Feet Apart
The restaurant industry demonstrates the tension between economic recovery and public health concerns.
Bullish on Volatility
More volatility is expected, both on the upside and downside and history shows us that the market is resilient.
Progress Isn’t Always Linear
US stocks continued their upward trend against a backdrop of historic unemployment claims, an unsolved virus, and broad protests.
Oz, Omaha & The Way Forward
Re-opening the economy is important, but it does not mean a return to a past version of normal. Economic recovery will require systemic change.
When Tomorrow Looks Different Than Yesterday
Looking at the past, present, and future will help us piece together a picture of the economic path we are likely to experience in the coming months, years, and decades.
Reading the Oil Leaves
Oil prices took center stage with prices hitting an all-time low. What could a post-oil future look like? In Friday Reflections we consider whether there might be a silver lining in today’s topsy-turvy market.
A Trillion Here, a Trillion There
We reflect on being strengthened as a community as we reach out to support others. This week, we share our insight into what a $2.1 trillion stimulus package will do to support our economy and this collective moment in time.
The Speed of Change and the Pace of Response
Creating calm for our clients during difficult times is our main focus. The fast-changing circumstances in the global market in response to the current health crisis require a patient approach and a long-term perspective.
Business Resilience
The coronavirus outbreak has caused everyone to reflect on how they navigate daily life, including business operations. Like many people, we are taking extra precautions with hygiene at our offices, and trying to learn new habits to greet friends and clients.
The Impact of the Coronavirus
Q1 2020 - Mid-quarter Commentary
The Coronavirus leads most news headlines with effects spreading across the globe. Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and how a sudden and unexpected risk is reflected in our investment strategies.
Making Good Financial Habits Permanent
The dawn of a new year can inspire a sense of hope and potential. Moving forward into a new calendar gives us space to reflect, and the desire and confidence to change. We explore how to build good financial habits.
2019 Q4 Mid-Quarter Commentary
Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.
The Latest Chapter in Lend and Spend
Q3 2019 Market Commentary
Today, there is a growing consensus that the short term in the market is becoming riskier. We don't disagree. In our latest market commentary, we look at the "lend and spend" strategy of lowering interest rates to promote economic growth.
Discipline and the Long View
The drumbeat of headlines continues as always, and many people are on edge about the market and investing in general. When confronted with a never-ending stream of negative news coverage, we find it can be helpful to take a longer view.