Year-End Momentum
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are…
What to do with those Urgent Proxy Letters
I’ve received a number of calls about the recent proxy letters many of you have gotten, so I wanted to send a quick note to clarify what they are and…
Stock Market Fundamentals Outweigh Shutdown Drama
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal…