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  • About Us
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Small Cap, Equity Investing, Asset Management

Is Now the Time to Invest in Small Caps?

Small caps fell more than 20% in 2022. It was the 10th worst annual return for the space in its...
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Fixed Income Investing, Federal Reserve, Yield

Playing to Our Strengths in a Fed-Dominated Fixed-Income World

We closed out 2022 with one of the biggest and best sporting events worldwide — the World Cup....
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Year in Review, Financial Advisors, Asset Management

2022: Celebrating Silver Linings

We’re days away from the ball drop in Times Square, champagne toasts, and New Year’s resolutions....
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Risk Management, In the News, Corporate Governance

Lessons Learned from the Crypto Craze and FTX Fallout

“Only when the tide goes out do you discover who's been swimming naked.” –Warren Buffett It often...
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Relative Value, Consumers, Retail Therapy

U.S. Consumer Checkpoint: Healthy Signs, Dismal Sentiment

Don’t ever bet against the American consumer. That’s how the saying goes, but Chair Jerome Powell...
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Relative Value, Investing, Portfolio Management

Finding Relative Value in a Ruckus Investing World

September lived up to its notoriously risky bill. Stocks got rocked, bonds were crushed, and major...
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