Insights

It is hard not to start with the recent market turmoil and the Trump Administration’s tariff policies. Before we do, we will first pause and thank you for your support in the last year. We have spent most of the year focusing on serving you, our clients. To us, your satisfaction means everything, and we […]

A new form of transaction authentication has emerged. A small but growing contingent of participants are recording transactions on an electronic public record known as the “blockchain”.1 2 This may eventually replace much of the global transaction “validation” and “authentication” process. If this occurs, it could massively impact the banking and legal institutions we have […]

As we write, the fires are still raging in Los Angeles, and the devastation continues. On the other side of our country, we are preparing for the new Administration and changes that could be significant. Both instances remind us that the unexpected and improbable happen regularly. It is our job to prepare for short-term surprises […]

The impact of Artificial Intelligence and the Permian Basin opportunity. In this essay we address: Finally, we weigh which aspects are more or less likely to occur and explain why we own certain holdings. These themes are intertwined so we will start with why we feel you may want to swap mega cap tech stocks […]

For those who are reading our commentaries for the first time, welcome. For those who have been reading these for years, this will be a little different. In addition to our market outlookand thoughts on managing wealth, we will delve into why at times it may seem we are “illogical” when managing our money and […]

A quick note to answer the question, “How are things going?” Very well, thank you. We are fortunate and grateful to you, our clients, who found us and continue our relationship. A few words on our company structure and how we manage the aspects of running a business while delivering thoughtful wealth management and investment […]