Dear Clients, I am writing to share my thoughts on what I believe could prove to be a seminal moment for the Middle East and, potentially, for the global economy. Iran has long acted as a primary agitator in a region that already contains many geopolitical tensions....

Dear Clients, The second week of February has historically been a bit slippery for the market, and this year is no exception. We saw a similar pattern last year as well. Seasonality doesn’t determine long-term outcomes, but it can help explain some of the short-term...

Dear Clients, While the S&P 500 Index is more or less flat on the year, the experience beneath the surface has been anything but calm. We have seen an elevated level of volatility as investors reposition portfolios and leadership rotates away from the “AI” cohort...