QUARTERLY INVESTOR LETTERS
September 2026
Market divergences and reversals, which characterize this year’s performance, continued through the Third Quarter. Index-level volatility remained low and stable while single stock volatility surged.
READ MORE
June 2026
READ MORE
March 2026
READ MORE
December 2025
READ MORE
June 2026
READ MORE
March 2026
READ MORE
December 2025
READ MORE
September 2025
READ MORE
Market Updates
Financial Analysis of Roth Conversions
In our opinion, there is no “one size fits all” recommendation with regard to Roth conversions. For certain clients, a Roth conversion could be
READ MORE
Home Affordability and The Convexity of Housing
READ MORE
Pandemics & Paradigms
READ MORE
Primer on NPV, IRR, & DCF
READ MORE
Home Affordability and The Convexity of Housing
READ MORE
Pandemics & Paradigms
READ MORE
Primer on NPV, IRR, & DCF
READ MORE
Humans v. Machines, Part III
READ MORE