Your source for valuable insights

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.

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

Read more

Single office town New York skyline

Building on a narrow base

Jan 07, 2026 |Atul Bhatia, CFA

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

Contact us

If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
Contact us