8/7/2023 After a three-year hiatus due to COVID, we have just celebrated our 12th education program at Clare College Cambridge. This was one of the best and most enthusiastic classes of students yet! Twenty young minds attended from Florida to Ohio,…

We emphasize the merits of investment diversification. For example, balancing a portfolio’s allocation across securities with different characteristics may help position it to face an uncertain future. Last weekend theaters across the country swelled with moviegoers watching two very different…

7/24/2023 Banking sector turbulence and higher interest rates have characterized 2023. Attention is now shifting to the commercial real estate sector, which benefitted previously from easy borrowing at low rates. As interest rates have risen, some commercial real estate borrowers…

7/17/2023 As the dog days of summer drag on and temperatures increase across America, it is no surprise that the amount of time we spend inside and in front of a screen is increasing. Content has become so engaging, and…

7/10/2023 It is the age-old question for city living; do you buy a home or rent an apartment? This is a metric that changes direction every few years, and with the increase in market interest rates over the last twelve…