All The News That's Fit For Investing

In an earlier less globalized era, American investors could ignore a debt default in Greece. European investors could disregard subprime mortgages in the United States. Investors did not care whether China devalued its currency or manipulated its stock market. Today, investors ignore global events at their peril.

We are often astonished that many investment professionals are unaware of basic international differences such as Common Law vs. Civil Law or bank vs. capital market financial systems. Understanding these fundamentals helps us gauge risk and reward in global financial markets. We believe country governance is as important as individual company analysis. In fact, this top-down valuation is so critical to our foreign investment strategy, we’ve developed proprietary tools to guide our decision making.

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Resilience Through the Noise

January 6, 2026

As we look toward 2026, resilience remains the theme. The U.S. economy is slowing from its post-pandemic pace, but the underlying foundation stays solid. Corporate earnings are rising, consumer spending...

Inherited IRAs: What Beneficiaries Need to Know

December 22, 2025

Inheriting a retirement account comes with complex rules and tax consequences that differ significantly from managing your own IRA. Understanding inherited IRA distribution requirements, including the 10 year rule, eligible...

The Rise of the Hyperscalers

December 21, 2025

Index concentration has surged. The top ten companies now represent about 40 percent of the S&P 500’s value and trade at richer valuations than the rest. We explain what that...

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