17.11.2025
Featured
16.10.2025
Cracks in the Facade?
Markets continue to climb, led by capital investments in the Artificial Intelligence (AI) boom. However, cautionary signs are emerging, including decidedly negative headlines, lofty stock market valuations, talk of an AI bubble, and a deteriorating housing market. Last Friday (October 10th), President Trump threatened again to...
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21.07.2025
Market Update: The Economy Seems Healthy. Were the Warnings About Tariffs Overblown?
Economists say it will take time for the effects of trade policies to show up in economic data — but acknowledge they aren’t sure how long. When President Trump announced sweeping tariffs on American trading partners in early April, economists warned of dire consequences — higher...
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21.07.2025
Together with Our Community
We believe that meaningful engagement with our community is both a privilege and a responsibility. In 2025, we were fortunate to be able to sponsor three local events that furthered that mission. This spring, we again sponsored Able to Sail, a nationally award-winning US sailing camp...
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Market Update: New Tax Provisions of H.R.1
Market Update: New Tax Provisions of H.R.1 On July 4, President Trump signed into law a new tax and spending package. At nearly 900 pages, the bill contains… well, a lot. In this article, I focus solely on the tax provisions and how they might affect...
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01.05.2025
A Volatile Start to the New Administration: What It Means for Investors
As President Trump began his second term in January, many business leaders and investors expected a renewed focus on pro-growth policies—lower taxes, regulatory rollbacks, and aggressive deal-making. Instead, financial markets were met with significant volatility and uncertainty with the announcement of new tariffs. In the administration’s...
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30.04.2025
Hope Springs Eternal
Last week, on Earth Day, I was 10 stories tall! Let me explain. I was invited to attend the closing bell ceremony at NASDAQ in New York City on April 22. A small group of us attended educational sessions then we proceeded to view the...
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04.04.2025
Market Update: Heightened Volatility Amid Rising Trade Tensions
Market Update: April 4th, 2025 Global equities declined again today following China’s announcement of retaliatory tariffs on U.S. imports. This escalation signals the early stages of what could become a prolonged trade conflict, potentially positioning the United States against key global economic partners. Tariffs, which are...
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06.03.2025
Market Update: Trade Tensions and Market Volatility
March 2025 The stock market experienced another sharp decline today following the implementation of new tariffs by the administration on imports from Canada, Mexico, and China. In response, China and Canada swiftly imposed retaliatory tariffs, while Mexico announced plans to reveal its own countermeasures on Sunday....
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22.01.2025
Enjoy the Journey
This fall, I was fortunate to walk the Portuguese Coastal Route of the Camino de Santiago. It is one of a network of medieval paths, that date from the 9th century, that pilgrims walked to Santiago, Spain where the apostle James is reputedly buried. Along the...
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