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We cover topics around Impact, Planning, Investment News, and helpful insights for managing your wealth.

Coronavirus Update: Lessons From a Chess GrandMaster

Coronavirus Update: Lessons From a Chess GrandMaster

We actively identify and implement tactical opportunities to better position client portfolios, yet – as Chess GrandMaster Garry Kasparov recommends – we remain true to who we are as investors and asset managers. This allows us to maintain incredibly strong conviction in our thesis, process, asset selections, and tactical decisions.

Coronavirus Update: Report Cards Are Arriving

Coronavirus Update: Report Cards Are Arriving

Recent days have been fascinating – strictly economically speaking – as we are finally starting to see earnings reports and other economic indicators that begin to reflect the realities of the COVID-19 pandemic. In short – report cards are finally starting to arrive, and investors are beginning to get a strong dose of reality. Therefore, we’ll start our weekly commentary with a very basic report card of some of the data that has emerged in recent days.

Coronavirus Update: A Focus on Oil

Coronavirus Update: A Focus on Oil

One topic that has gotten lost in the shuffle of the COVID-19 crisis is what’s been happening with the world’s largest commodity – oil. Since early March, crude oil prices have plummeted and, this week, U.S. crude oil futures contracts for May delivery dipped sharply into negative territory.