Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.
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