by admin | May 8, 2026 | 2026, Investment, Market, Model Strategies, Newsletter Article, Q1, Review
by David Young, President The first quarter of 2026 was one for the books, and not in the way anyone hoped. A war in Iran. Oil prices soaring to historic levels. Shipping through the Strait of Hormuz nearly coming to a halt. Stocks dropping across every major market....
by admin | May 8, 2026 | 2026, Market, Outlook, Q1, Review
by Nathan White, CIO As we enter 2026, the investment landscape remains constructive, though increasingly nuanced. Our outlook is broadly bullish, grounded less in traditional valuation comfort and more in the sheer scale of global liquidity being injected through...
by admin | Feb 11, 2026 | 2025, 2026, Investment, Outlook, Q4
by Nathan White, CIO As we enter 2026, the investment landscape remains constructive, though increasingly nuanced. Our outlook is broadly bullish, grounded less in traditional valuation comfort and more in the sheer scale of global liquidity being injected through...
by admin | Feb 10, 2026 | 2025, Newsletter Article, Q4, What Matters Most
by David Young, President Looking back, 2025 served as a reminder of the importance of staying invested. Markets started under pressure but ended stronger than many expected, with global stocks nearing record highs despite volatility and uncertainty. The path wasn’t...
by admin | Jan 9, 2026 | 2025, Market, Q3
by Nathan White, CIO The third quarter of 2025 was another reminder of just how resilient markets can be in the face of economic and policy uncertainty. U.S. equities pushed to new highs, with the S&P 500 advancing strongly on the back of continued enthusiasm for...
