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June 3, 2024

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December 1, 2023

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November 1, 2023

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September 1, 2023

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August 1, 2023

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July 3, 2023

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June 1, 2023

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Mark Thomas, Gregory Battis | May 1, 2023

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Mark Thomas, Gregory Battis | April 3, 2023

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March 1, 2023

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February 1, 2023

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January 3, 2023

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December 1, 2022

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November 1, 2022

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October 3, 2022

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September 1, 2022

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August 1, 2022

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July 1, 2022

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June 1, 2022

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May 2, 2022

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April 1, 2022

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March 1, 2022

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February 1, 2022

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January 3, 2022

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December 1, 2021

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November 2, 2021

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October 1, 2021

The House Ways and Means Committee advanced a proposal for new tax legislation. This investment brief summarizes our thoughts on the proposal and offers some considerations for investment portfolios. Download the brief here »

Mark Thomas | September 22, 2021

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September 1, 2021

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August 2, 2021

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July 1, 2021

“Beware…inflation is coming!” warns virtually every market pundit and prognosticator. We agree that over the near term, inflation will be elevated, perhaps sharply so, as the world recovers from its self-imposed Covid isolation. What does that mean for our clients, however? Should they rush to reposition their portfolios into gold, Tips, commodities and value stocks…

Greg Friedman | June 22, 2021

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June 1, 2021

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Jim Foster | April 29, 2021

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March 1, 2021

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February 1, 2021

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January 4, 2021

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July 1, 2020

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June 1, 2020

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April 1, 2020

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March 2, 2020

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February 3, 2020

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January 2, 2020

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December 2, 2019

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November 1, 2019

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October 1, 2019

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September 3, 2019

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Jim Foster | August 16, 2019

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August 1, 2019

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July 1, 2019

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June 3, 2019

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May 1, 2019

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April 1, 2019

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March 1, 2019

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February 1, 2019

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January 2, 2019

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December 3, 2018

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November 1, 2018

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October 1, 2018

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September 18, 2018