Special Market Commentary: Bear Market 2022 The S&P 500 has officially closed in “bear market territory” (20% down from the most…Dustin BarrJune 14, 2022
Happenings on the Hill: 2021 Proposed Tax Reform The House Ways and Means Committee released an 18 page summary of the tax reform…Abby BennettSeptember 14, 2021
Remembering David Swensen Remembering David Swensen David Swensen, long-time Chief Investment Officer of the Yale Endowment, passed away…Dustin BarrMay 13, 2021
Our Evolving Views of Bitcoin Our Evolving Views of Bitcoin Special Disclaimer: Any allocation to Bitcoin should be considered speculative. …Dustin BarrJanuary 14, 2021
Vote With Your Heart, Head, and Gut. Invest With Evidence. We are reaching the end of one of the most contentious elections in modern history. …Dustin BarrOctober 29, 2020
10 Things We Have Learned Since March The speed of the fall and the speed of the recovery made it hard to…Dustin BarrSeptember 30, 2020
This Wasn’t the End of the Economic Cycle – It Was a Meteor Strike In Howard Marks’ most recent memo titled “Time For Thinking,” he wrote, “a moderate recovery…Dustin BarrSeptember 15, 2020
Navigating Your Equity-Based Compensation: Restricted Stock & Restricted Stock Units Today, companies big and small are utilizing equity-based compensation packages to motivate (and retain!) their…Abby BennettAugust 26, 2020
Why are you not already working with an independent, fee-only adviser? Here is what we've heard over the years:If you’re not working with an independent, fee-only…Oliver CrossJuly 21, 2020
Incentives Are Everything If you understand someone’s incentives, you likely can predict his or her actions. Having worked…Dustin BarrJune 9, 2020
