The Expert Who Helps You Meet Your Future Self

Published on May 5, 2025

Many clients and advisors feel uncomfortable discussing emotion-laden issues that don’t lend themselves to mathematically precise answers.

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Fixed Income and Tariff Policy: Advising Clients in an Era of Uncertainty

May 5, 2025
While tariff negotiations may well bear fruit eventually, investors today are trying to figure out the impact of changing trade pacts on GDP growth, interest rate levels, the value of the dollar, and the ability of the Treasury to refinance $9.2 trillion of our $36 trillion federal debt in 2025.

Buffett Valuation Indicator: April 2025

May 5, 2025
With the Q1 GDP advance estimate and the April close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.8%, down slightly from the previous quarter.