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  • About Us
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Home2026February
February 27, 2026
In the Loop

In the Loop – February 27, 2026

The calm at the index level hides strong currents beneath the surface. The S&P 500 has traded in one of its tightest ranges to start a year since the 1960s. Yet more than one-fifth

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February 20, 2026
In the Loop

In the Loop – February 20, 2026

Recent performance provides important insight into where we are in the market cycle and how leadership is evolving. In 2025, market returns were led overwhelmingly by Information T

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February 13, 2026
In the Loop

In the Loop – February 13, 2026

Joe Kernen asked Co-Founder of Sun Microsystems, Scott McNealy on CNBC…Can there be multiple Trillion Dollar companies? Scott answers, “As long as we keep devaluing the Dollar,

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February 12, 2026
In the Loop

In the Loop – February 6, 2026

This past week lived up to its “House of Pain” label, with the sharpest losses concentrated in software stocks, crypto-linked assets, highly financialized trades, metals, and u

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We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

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