Blog posts by tag
Market Outlook Q4 2023: The Revenge of the Bonds
Mon, 11/06/2023 - 17:03 Wealth management
by John M. Fidler“Interest rates are the traffic signals of a market economy.” –James Grant“The most important item over time in valuation is obviously interest rates. Any investment is worth all the cash you’re going to get out between now and judgment day, discounted back.” –Warren Buffett“I used to think that if there was …
Market Outlook: Q3 2023
Tue, 07/25/2023 - 15:28 Wealth management
by John M. FidlerCormac McCarthy, acknowledged by many as America’s greatest living novelist, passed away last month at the age of 89. McCarthy served as a Trustee of the Sante Fe Institute, a New Mexico think-tank dedicated to the inter-disciplinary study of complexity science, along with investment luminaries Bill Miller, Bill Gurley, …
Advisor Spotlight: Chris Billings
Tue, 07/25/2023 - 12:32 Wealth management
We’d like to give a warm welcome to our newest Investment Advisor Manager, Chris Billings. We sat down with Chris to learn a little bit more about him after he joined the team. Q: Share a little about your day-to-day work and how you approach client relationships. A: Managing investments for a family is a very rewarding …