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A Thank You from 2025, 2026, and Beyond!
A Thank You from 2025, 2026, and Beyond!

Here we are… winding down the very last hours of 2025, marking the end of the first quarter of the 21st century. Soon, we will find ourselves chronologically closer to the unknown experiences of the 2050s than to the Y2K panic, the hanging chads in Florida, and heated debates of Team Britney (Spears) vs. Team Christina (Aguilera)… well maybe the last one carries on.

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Investing Newsletter - January 2026
Investing Newsletter - January 2026

  • Stock and bond returns around the world were excellent in 2025.

  • Stock market returns have historically been negative 25% of the time. You should always be prepared for a negative year.

  • Our job is to keep the focus on what you can control and to keep your portfolio aligned with your plans as conditions change.

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Market Review Q4 - 2025
Market Review Q4 - 2025

  • The US equity market posted positive returns for the quarter and underperformed both non-US developed and emerging markets

  • US real estate investment trusts underperformed non-US REITs during the quarter.

  • Within the US Treasury market, short-term interest rates generally decreased and long-term interest rates generally increased during the quarter.

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Time in the Market vs. Timing the Market
Time in the Market vs. Timing the Market

It’s a natural impulse, especially when markets appear like they are about to collapse due to being bloated and overexpensive, and headlines reinforce the idea that a correction is overdue. But history shows that periods of discomfort are often when discipline matters the most.

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How Irrevocable Life Insurance Trusts Work
How Irrevocable Life Insurance Trusts Work

Irrevocable Life Insurance Trusts are really not complicated, despite how they may appear. In this blog, we’ll discuss what you need to know about them, in simple terms.

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Market Review Q3 - 2025
Market Review Q3 - 2025

  • The US equity market posted positive returns for the quarter and outperformed non-US developed markets but underperformed emerging markets.

  • US real estate investment trusts outperformed non-US REITs during the quarter.

  • During the quarter, interest rates decreased within the US Treasury market.

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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice. Please refer to our Disclosures for more information.