Insights

    Housing: A Little Too Frenzied?

    Skyrocketing housing prices has John Gilbert exploring the sustainability of that strength. He delves into relevant topics such as ownership breakdown, housing construction and demographics all in the context of the Federal Reserve raising rates.

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    Q1 2022 Commentary

    Russia’s War on Ukraine: A New World Order

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    Thoughts on Bitcoin and Cryptocurrencies

    How should one think about Bitcoin – is it money, store of value, and a replacement for gold and fiat currencies? How will Bitcoin thrive along with central bank digital currencies (CBDCs)? Should Bitcoin be an accepted part of an asset allocation within investment portfolios? With all of the hype surrounding the use and stability of Bitcoins, John Gilbert tackles the existential investment question on cryptos, blockchains, CBDCs, and the role of bitcoin in investment portfolios.

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    Q4 2021 Commentary

    Why All the Gloom in the Midst of this Great Bull Market Run?

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    Gold: A Case of Excessive Pessimism

    Short-term Treasury yields have risen in anticipation that the Fed will raise interest rates. As a result, gold has begun to appear less attractive to markets, and the price of gold has fallen from its COVID high. But are markets being too optimistic about Fed rates—and excessively pessimistic about gold prices? We take a closer look in this article.

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    To Convert, or Not to Convert: Evaluating the Pros & Cons of Roth Conversions

    A Roth conversion can be a powerful strategy to “pull forward” future tax obligations. But when does this strategy make sense, and what factors should be considered within your decision-making process? In a recent article, S. Tucker Childs, CFA discussed the pros and cons of Roth conversions for high net worth investors and their families.

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    Q3 2021 Commentary

    Fourteen Business Classics That Can Help You to Better Understand Wall Street and the Stock Market

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    The Fed’s Freedom to Tighten is a Paper Tiger

    Today, corporate debt as a percentage of GDP is at historic highs while credit spreads are at historic lows. Despite significant uncertainty in the market, equity valuations have continued their ascent untroubled in recent years. In this whitepaper, we explore the current state of the U.S. equities market and share our perspective on the Federal Reserve’s accommodative approach to monetary policy.

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    ESG Epiphany

    According to Bloomberg, it’s possible that $53 trillion – or 30% of global assets under management – may consider environmental, social, or governance factors by the year 2025. Simply put, what was previously a “niche” market just 5 or 10 years ago is now changing the landscape for how investments get evaluated. This article examines the growing interest in ESG investing and how it factors into our research and decision-making process as a firm.

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    The Federal Reserve’s Problem is Hidden in Plain Sight

    The COVID-19 pandemic is over, or so it seems, and many of its effects are, indeed, transitory. That is the line from the Federal Reserve to describe their reasons for restraint in changing their monetary policies in the midst of chaos. With financial breakage occurring at such low interest rates, the Fed’s practicable options are limited.

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