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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Analysis (6)

happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Woman standing in front of tech screen

Every picture tells a story

Jul 03, 2020 |Will Hardee

Everyone has an opinion regarding the COVID-19 crisis; while they may all mean well, no one knows when this will end. They only thing that is true in every crisis I’ve been through (19 in 42 years), human nature does not change. You can measure fear.

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Business Meeting

Villains or heroes: the new biotech revolution

Apr 30, 2020 |Will Hardee

The Coronavirus is changing how biotechs will be valued in the future. New technological innovations and a faster FDA approval process will contribute to future growth for these companies.

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Woman-Hong Kong - Finance

Coronavirus Hangover - Part 2

Mar 13, 2020 |Will Hardee

Market volatility is normal and to be expected. It is painful sometimes, but there are abundant opportunities if you are patient and stick to your strategy.

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Advisor Meeting

Coronavirus Hangover

Mar 07, 2020 |Heather Hardee

Market volatility is rampant. Coronavirus fears are equally so. Corrections in the market are inevitable. Here’s what we’re doing to prepare.

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