A Picture’s Worth a Thousand Words

  In our recent quarterly reports to clients, we included a new graph entitled “Capital Flows.” Each is unique to an individual client, and often tells a very powerful story by illustrating the benefits of long-term investing. Below are a few sample graphs from...

Playing the Hand We’re Dealt

The financial and economic world has changed.  The US economy and the financial markets are now in a new paradigm where fiscal policies (money creation and government spending), rather than monetary policies (managing the level of interest rates) affect and drive...

What’s Your Edge?

How do you get an investment edge? Is it having the smartest analysts on board who can tear through quarterly SEC financial filings to discover hidden gems of information overlooked by everyone else in the world? No. Is it having high-speed data lines that allow us to...