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Are you a woman who is financially empowered?

Women are more empowered and educated today than any time in history. There is a woman serving as the first VP of the US. Women serve in all branches of US armed forces. Women run countries, corporations, businesses, centers of faith, households and the list goes on....

Client Letter | The Bull Market Continues | September 2, 2021

Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has...

Poking The Bear | Weekly Market Commentary | August 30, 2021

First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up forever. We are also not saying that stocks are immune from a pullback in the final four months of 2021. Corrections are a normal part of investing and...

Global Portfolio Strategy | August 17, 2021

Key changes from July’s report: Downgrading emerging markets from neutral to negative Upgrading United States from neutral to positive We see further (but modest) gains for stocks over the rest of the year, powered by a very strong economic growth outlook and...