Why Value, Quality, and Momentum Belong Together

Published on March 13, 2026

Investing is an exercise in decision making under uncertainty. No single signal—no matter how intuitive or well supported by history—captures the full complexity of markets.

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QSBS: A Valuable Tax Break for Business Owners Just Got Better

March 13, 2026
The OBBBA expands Section 1202 benefits, allowing certain C-corp business owners to exclude significant capital gains. This complex provision requires specific holding periods and asset tests, making professional guidance essential to maximizing these tax savings.

So…You Want to Build a Data Center

March 13, 2026
As the capital expenditure (capex) race for compute continues, we thought that it would be worthwhile to briefly outline the current state of play facing the well-publicized data center buildout. To understand why so much capex is needed to support artificial intelligence (AI), we must first understand how data centers are built and operated.