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May 3, 2021

President Biden’s proposed tax changes for corporations and wealthy individuals when he was a candidate are nearly identical to those recently proposed by his administration. This white paper (written when President Biden was still a candidate) examines how proposed tax policy changes might impact portfolio design and spending decisions. Download the white paper here »

Greg Friedman, Jeff Moyer | April 30, 2021

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April 1, 2021

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March 1, 2021

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February 1, 2021

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January 4, 2021

Many investors are flummoxed when it comes to investing in China. On the one hand, it is one of the largest investment markets in the world. On the other hand, there are serious investment, geopolitical and ethical issues associated with China. Indeed, there are few investment topics that elicit as much spirited debate among our…

Gregory Curtis, Greg Friedman, Matthew Litwin, David Morris | December 8, 2020

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December 1, 2020

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November 2, 2020

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October 1, 2020

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September 1, 2020

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August 3, 2020

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July 1, 2020

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June 1, 2020

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May 1, 2020

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April 1, 2020

Download the letter (PDF) here »

Jim Foster | March 30, 2020

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Gregory Curtis | March 10, 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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August 1, 2019

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July 1, 2019