Our Commentary

Taxes can be a big drain on investors seeking to retain or increase their wealth.  Thus, it makes good sense

Global financial markets had a remarkably serene and productive summer in the face of several challenges to investor sentiment, with

Despite the challenges to investor sentiment in recent weeks, U.S. stocks have been resilient and unwilling to retreat much from

If you own actively managed mutual funds in your taxable accounts (something we don’t normally recommend), you may have a

Markets Buoyant So Far in 2021 Global equity markets notched strong performance in the first half of 2021 as Covid

The past month has seen two dramatic developments in the battle to force companies that are high greenhouse gas producers

Our Earth is Under Pressure Our fragile planet home is under intense and unrelenting pressure from its 7.8 billion human

In this mid-quarter stock market update, Peter Thoms discusses rising inflation and the potential impacts on asset prices.

As vaccinations continue to progress, most economic data are pointing to a strong recovery here in the U.S.  Many economists