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
April 1, 2015
by Mark Carlton, CFA®
Market Perspective for April 1, 2015
Market Summary The first quarter of 2015 is just over and it has been fairly disappointing for most investors. The S&P 500 was up 0.45%...
Read More
January 21, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 4Q14
Summary It is hard to overstate the impact that weakness in the global economy had last year. Because the United States was the only...
Read More
January 9, 2015
by Mark Carlton, CFA®
Market Perspective for 1.9.15
I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...
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.