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 | Apr 16, 2025 | 2024, Q4
by David Young, President A Tale of Two Markets 2024 could be described as either the best of times or the worst of times, depending on how you were invested. With a volatile presidential election, persistent inflation, and significant geopolitical conflicts, it was a...
by admin | Dec 23, 2023 | 2023, Q4
by Nathan White, CIO The biggest question right now is if the economy will remain resilient in the face of high interest rates. We are caught in a debt trap and the inflationary response was a symptom of the underlying problem. Imagine the economy as a...
by admin | Dec 21, 2023 | 2023, Q4
By Dave Young, President Fall is one of my favorite times of the year. The temperatures move down to comfortable from the high temperatures of summer. Football season is in full swing, the leaves in the mountains are spectacular, and hunting season is here. That is...
by admin | Jan 12, 2023 | 2022, Mixed Signals, Q4
by Dave Young, President From a stock market perspective, I’m glad 2022 has finally closed. It was a confusing year, to say the least. For the first time ever, we had a recession, as defined by economic indicators, but the government tried to sell us that it wasn’t...
