Let us help you grow more than wealth

 

Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Take the next step

Whether you are a current client who would like to review your portfolio or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a complimentary consultation, please contact me. 

Bulletin Board

Latest Insights

Narrow path

The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Read more