The Case for Active Management
After 15 years of passive dominance, the market setup suggests a shift may be coming.
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After 15 years of passive dominance, the market setup suggests a shift may be coming.
In the third quarter, financial markets built on the momentum of the post-Liberation Day recovery. The fear that gripped markets in early Q2 quickly gave
If the recent passage of the One Big Beautiful Bill Act has left you scratching your head, you’re not alone.
The Trump administration’s tariff plans escalated early in the second quarter.
While alternative investments can boost returns, they require careful selection and expert guidance to justify their higher costs, illiquidity, and complexity.
When markets turn chaotic, we believe the difference between success and failure lies not just in having a solid plan, but executing it.
After a post-election rally late in 2024, the S&P 500 reserved course and touched correction territory in the new year.
Love and money are two of the most significant forces in any relationship, but they don’t always go hand in hand.
Bottom Line: We remain constructive but cautious for 2025. Policy risk, volatility, and elevated interest rates may test investors’ patience.
Wholesale change made overnight is not something we are good at sustaining. However, small changes implemented over time can make a significant difference.
