Blog

After a strong 2025 performance, the current year has so far unfolded in an environment marked by geopolitical tension and episodes of war—conditions that might typically undermine confidence. Yet both the global economy and equity markets have demonstrated notable resilience. This strength has been anchored in two closely connected forces: continued expectations for corporate earnings growth and the rapid integration of artificial intelligence into the broader economy. Econo

This past Sunday, my parents brought together as much of our family as they could—siblings, nieces and nephews, cousins, aunts and uncles—for an extended day of lawn bowls at Roxbury Park. At one level, it was simple. A beautiful day. A casual game. Time together. But it was also something more. […]

Wars such as the one unfolding in Iran currently are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events. Markets are forward-looking. Prices move […]