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Currency Effect of International Exposure
When you are invested in international stocks, both developed and emerging, you are not just buying foreign companies, but you are also...
Doug Burns
Apr 182 min read


The Benefits, Drawbacks, and Reality of Diversification
Diversification means spreading your investment portfolio across different types of assets, so you are not overly exposed to one risk....
Doug Burns
Apr 112 min read


Tariffs and Your Portfolio
If you have been following the headlines, you have seen the word “tariff” quite a lot. What Are Tariffs? Tariffs are a tax on foreign...
Doug Burns
Apr 92 min read


Best Investment of 2024
We often hear in the news or at social gatherings about the “best investment I ever made,” which usually highlights lucky bets in the...
Geoff Wells
Feb 52 min read


The Folly of Market Predictions
Since 1926, the overall stock market, as measured by the S&P 500, has returned over 12% on average, but as we all know, the actual annual...
Doug Burns
Jan 242 min read


State of the Firm 2025: A Reflection and Look Ahead
As we step into a new year, we want to take a moment to share an update on the state of our firm—an opportunity to reflect on the...
Doug Burns
Jan 162 min read
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