Insights

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

Each week we provide market context and a snapshot of the salient items for our clients’ investment and wealth management needs. Our goal is to present informative, relevant information when it comes to investment matters. 2022 was a year of challenges...

There are essentially 2 ways to make money in the capital markets: 1) Trading stocks, or; 2) Investing in companies. We don’t trade stocks, we invest in companies.