
Three Men, Three Lessons, 300 Years
Over the last six months, the finance and investment world has…


The World Investable Portfolio
Innovation and productivity―both stalwart cornerstones of civilization―are…


Can a Charitable Distribution Help You Meet Your IRA Required Distribution?
Do you enjoy charitable giving? Do you have an IRA (Individual…



Spot Bitcoin ETFs: Understanding what they are and their investment implications
Bitcoin, the world’s most popular cryptocurrency by market…


Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024
A Resilient Economy
At the beginning of last year, most economists…

What is the Value of Five Golden Rings?
In the beloved Christmas carol, “The 12 Days of Christmas,”…


The Risk of “Riskless” Investments
Since 2009, investors have had very little opportunity to earn…


The Israel and Hamas Conflict: How It Could Impact Oil Prices
On October 7, 2023, Hamas initiated a surprise attack on Israel,…


U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis
For more than a decade, U.S. stocks have essentially been the…

Why Has the Number of Public Companies Declined?
The recent near-highs of the stock market are masking a trend…


Strategic Generosity Using Stock Shares
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin,…

An Alternative Investment
Written by Russ Crosson, EVP and Chief Mission Officer
As we…


The State of U.S. Commercial Real Estate: Risks and Opportunities
Bank failures have put stress on the markets this year, but another…
