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Ideas That Matter


Investing – 7/18/2016

Closing Out the Second Quarter

The close of the second quarter was not without its dramatics. On June 23rd, the people of the United Kingdom voted to leave the European Union, a partnership to which

Investing – 6/15/2016

May Insights from Howard Marks

In his May 26 memo, Howard Marks examines the role of governments and regulations in producing prosperity. First, he puts the campaign promises of presidential hopefuls to task, discussing the

Investing – 3/5/2016

Investing in Dividend-Paying Stocks

Investing in companies with growing dividends has proven to be a strong long-term investment strategy. This Barron’s article highlights the different way Vanguard, T. Rowe Price and Cullen have constructed

Investing – 1/20/2016

Investment Insights: January 2016

We are writing to share our perspective on the current volatility in the market. Emotions can be our greatest adversary. We, therefore, as your advisors, seek refuge in facts to

Preserve and protect your wealth.

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