our insights
Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
January 5, 2016
by Mark Carlton, CFA®
Market Perspective for January 5th, 2016
Yesterday I received information from JPMorgan in their comprehensive quarterly Guide to the Market concerning the valuation of the...
Read More
December 21, 2015
by Mark Carlton, CFA®
Market Perspective for 12/21/15
On December 16th the big day came when the Federal Reserve raised interest rates by 25 bps. They had not raise rates in seven years. ...
Read More
December 7, 2015
by Mark Carlton, CFA®
What Worked for November 2015
Here’s a look at trends in November: Lower quality bonds dramatically under-performed investment grade bonds last month. Why? Junk...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.