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Market Comment - April
The hardest part about investing is the waiting. As Charlie Munger of Berkshire Hathaway said,“The big money is not in the buying and...
May 12, 20242 min read


New Joiner
We are happy to announce the joining of Paulina Baros. Paulina is our executive assistant, who brings on board her extensive experience...
May 5, 20241 min read


Market Comment - March
The last six months have provided excitement around the virtues of simply staying invested in the equity market at all times, as timing...
Apr 11, 20243 min read


Market Comment - January
Equity markets continue to grind higher, with fewer and fewer stocks participating in the rally. Barron’s magazine recently noted that...
Feb 14, 20242 min read


Market Comment - December
Beginning in 2023, the outlook for the economy was bleak, as investors expected that the rise in interest rates would put pressure on the...
Jan 12, 20242 min read


New Joiner
We are happy to announce the joining of David Oganov. David's areas of expertise include portfolio management, business planning, and...
Jan 5, 20241 min read
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