Following the SpaceX IPO in June, AI is attracting a lot of attention from investors. Their reactions and emotions vary widely and include enthusiasm, concern, skepticism, hope, and fear. In this commentary, we provide our perspective on...

During market turmoil, it can be challenging to keep the focus on the longer term, beyond the headlines. In this commentary, we look way back to see what happened to the markets during earlier, major events. The...

Do you view the S&P 500® Index as the relevant benchmark for your investments? In this Quarterly Commentary, we discuss why it may not be the best option and present what we believe is a better approach.

Direct Indexing is a strategy growing in popularity these days. Its biggest advantage is that it can reduce capital gains taxes. Thanks to important technological advances, it is now cost-effective for most investors.