Q4 2024 Strategy Letter: One More Before Year End

Published on December 5, 2024

At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.

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Orion Names Former Envestnet Exec as Head of Strategy

December 5, 2024
Chris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.      Related StoriesF2 Strategy Names Ex-Orion Exec as CEOTrump Taps Fiserv CEO for Social Security ChiefCourt Action in Carson Group Lawsuit Pushed to May 2025

When Will the “Bill” Come Due?

December 5, 2024
A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.