2023

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…

7/3/2023 One of the hot areas in the financial markets is private debt, also referred to as private credit. What is private debt, how does it work, and why is it growing? The two types of traditional investing are owning…

6/26/2023 This weekend’s rebellion attempt in Russia by Wagner Group mercenary leader, Yevgeniy Prigozhin, has left us with many questions. We do not even know whether this was a real threat to Putin’s rule or a sham rebellion meant to…

6/20/2023 It seems clear that Apple is determined to make its way into the world of sports. Around this time last year, the tech giant announced that its streaming platform, Apple TV, had acquired all global rights to the Major…

6/12/2023 When Groucho Marx was invited to join an exclusive country club, he reportedly said, “I don’t want to belong to any club that would have me as a member.” I was thinking about Groucho’s comment recently when Nvidia joined…

6/5/2023 The Miami Heat have reached the NBA finals, which is only the second time in NBA history for a No. 8 seed (the first being the NY Knicks in 1999).  The Heat have shown themselves to be giant killers,…