by NovemAdmin | Jan 21, 2026 | commentary
THE MARKETS Investor appetite broadens. For a long time, investors have craved artificial intelligence (AI) related investments. Early in 2026, that’s begun to change. Paul R. La Monica of Barron’s reported: “Everywhere you look, stocks of all stripes are hitting new... 
by NovemAdmin | Jan 13, 2026 | commentary
THE MARKETS A change in leadership. Last week, investors were presented with a stew of economic and policy developments. These included the surprising announcement that the United States would “run” Venezuela, disappointing jobs data, signs of improved consumer... 
by NovemAdmin | Jan 6, 2026 | commentary
THE MARKETS Lots of people are willing to predict what’s ahead. If the past is prologue, few will be accurate. You don’t have to look far to find an example. In 2023, a majority of economists agreed recession was ahead. They were wrong. Tyler Cowen of Bloomberg... 
by NovemAdmin | Dec 29, 2025 | commentary
THE MARKETS What is the most important principle of investing?People have different opinions, but these three tend to be at or near the top of the list:Have a plan for reaching your financial goals.Hold a diversified portfolio that reflects your goals, circumstances,... 
by NovemAdmin | Dec 22, 2025 | commentary
THE MARKETS Happy holidays! Over the past year, financial markets reminded all of us that progress is rarely linear. As markets gyrated higher and lower, one truth remained constant – building wealth is the result of diversification, discipline, and thoughtful... 