Insights

December 29, 2024 WHAT WOULD WARREN BUFFET DO?: From time to time, some of you have told me of your nervousness caused by actions by...

December 22, 2024 PLAYING THE ROLE OF EBENEZER SCROOGE...: The Fed met last week and announced a decrease in its benchmark rate by one...

December 15, 2024 NETTLESOME INFLATION: The consumer price index (CPI) rose 0.3% in November after rising 0.2% for the prior four...

December 8, 2024 JOBS BOUNCE BACK: According to the U.S. Bureau of Economic Analysis, the U.S. economy added 227,000 new jobs in...

We believe the global economy is undergoing a profound transformation, with three key sectors—fintech, healthcare, and green...

Building wealth is often seen as a measure of success. Financial independence, the ability to provide for loved ones, and the pursuit of...

Economic uncertainty may feel overwhelming. Market downturns, inflation, and fears of a looming recession may shake our sense of...

December 1, 2024 STOCKS HAVE A GREAT MONTH: The short trading week ended on a high note, capping the best month of the year for the S&P...

November 24, 2024 STOCKS UP AGAIN:   Last week, stocks gave back some of the prior weeks' gains.  This week, gains resumed.  Nvidia...