Insights

Begin with the End in Mind

17 Sep 2018
In Seven Habits of Highly Effective People Stephen Covey, globally renowned leadership coach and business leader, explains that in order to be successful you need to develop and maintain key... Continue reading

Investing Above the Fray

10 Sep 2018
We are increasingly living in a multi-polar world aptly defined by the acronym VUCA: volatile, uncertain, complex and ambiguous. Volatility reflects the speed and turbulence of change. Uncertainty means that... Continue reading

Do As Buffett Does

3 Sep 2018
Warren Buffett, the best investor of our lifetime, gave an interview on CNBC this past week. While he may still advocate passive investing for you, his personal choice is anything... Continue reading

Hitting On All Cylinders

27 Aug 2018
When the head of Target says that this is the best consumer-spending environment that he has seen in his career, take notice. We knew that Trump’s tax plan would significantly... Continue reading

Global Economic Battle

20 Aug 2018
Don’t believe all the bravado coming out of foreign governments, pundits and media. The facts speak louder than the words. It is crystal clear that we are in the midst... Continue reading

King Dollar

13 Aug 2018
To paraphrase Larry Kudlow, Director of Trump’s National Economic Council, “A strong dollar connotes a strong economy”. Unfortunately, cracks in the global economy are appearing. Our Fed has begun a... Continue reading

Bridge Over Troubled Waters

6 Aug 2018
We are living in a period of rapid change—whether it is political, economic, financial, regulatory and/or trade. This informs our strategy of investing in companies whose management has the foresight... Continue reading