Insights – Market Commentary & Financial Perspectives

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Casting a Wider Net: Can the Majority Turn the Tide on the Minority

The seas of the market are vast and deep, yet in recent years, a few oversized fish[…]

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Captain America: U.S. Exceptionalism

The familiar narrative of foreign markets poised to outshine the U.S. has once again emerged. Yet, time[…]

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Policy & Politics: Playing the Trump Card

The Republican clean sweep in Washington has set the stage for what many are calling “Trumponomics 2.0.”[…]

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Direct Indexing: Explained

Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air[…]

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Fixed Income: Clear Opportunity or Just a Mirage

Investors have long turned to public fixed income investments for their traditional attributes of income generation, capital[…]

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Golf and What It Can Teach Us About Investing for Retirement

“A good golfer has the determination to win and the patience to wait for the breaks.” –[…]

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The Few vs The Many

In the midst of recession fears, a banking crisis, and historically high interest rates, the S&P 500[…]

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Let’s Make a Deal

Investing and game theory have a lot in common, and one TV program that demonstrates the intersection[…]

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What Happened to Silicon Valley Bank?

The failure of Silicon Valley Bank was caused by a run on the bank. The company was[…]

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Forecasting, From Simple to Complex

Linear regression is a simple statistical method most of us are familiar with if we have ever[…]