Investment Management

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Conference Call Slides.

On September 27th, the White House, along with members of the House Ways and Means Committee and Senate Finance Committee released a “Unified Framework for Fixing Our Broken Tax Code”. This framework outlines various proposed individual and business tax reforms.

A look at the third quarter of 2017.

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A look at the second quarter of 2017.

Read what we are discussing this week:


As far as 2016 goes, one thing seems apparent: it is time to go back to the drawing board if your profession is polling. Both the Brexit vote last summer and of course the U.S. presidential election went against the consensus.

November 23, 2016

The morning after the election, we wrote that we expected the surprising victory by Donald Trump would likely result in increasing volatility for capital markets as investors absorbed unanticipated change and uncertainty with regards to the new administration.

October 19, 2016

The close of the third quarter saw the continuation of positive momentum for financial markets.