Wealth CIOs Hold Steady in Wake of Midterms

Published on November 9, 2026

Investment pros view a divided government as positive, saying macroeconomic fundamentals outweigh any policy or regulatory concerns.

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Debt Be Not Proud

November 9, 2026
I try not to write about politics in this letter. I’d rather focus on economics and investments. But this week, politics impacts economics so we need to address it. Let me see if I can express what I think many voters were feeling.

The Active Decisions Inside Every Passive ESG Fund

November 9, 2026
A passive ESG fund can be a sound choice. Low cost and consistent rules are real advantages. But a client who buys one isn’t avoiding someone’s judgment. They’re adopting it. An advisor should be able to tell them whose judgment it is, and whether it fits.