George Chin |

In this week’s update, I’ll talk about a subject near and dear to everyone’s heart: performance. 

It’s been a challenging couple of years in the equity and

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George Chin |

As we expected, the Federal Reserve continued to pause its interest rate hiking activity. Instead, they focused on warning the market that more rate increases

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George Chin |

With mortgage rates hitting multi-year highs, the real estate market continues to struggle. It is not because there are no buyers; there are. However, more and

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George Chin |

I have no doubt you have read about the tragedy in Maui and those that have been significantly impacted by fires on the island. Several of you have reached out

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Susan Jung |

In this week’s update, I answer a few questions asked by readers of our Common Sense newsletter. I hope it provides a better understanding of how we view the

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Susan Jung |

Ratings agency Fitch downgraded the United States debt from AAA to AA+. This certainly delivered a headline for news outlets, but what is the real significance

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Susan Jung |

Better safe than sorry? Apparently, that’s the position of the Federal Reserve as they seek to rein in inflation. While the economy has been slowing and

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Susan Jung |

It’s been quite the six months in 2023 as markets, both equity and fixed income, rallied after a dismal 2022. 
 
In this week’s update, we outline what has

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Susan Jung |

With the U.S. deficit spiraling to over $30 trillion, many people wonder if the U.S. dollar will continue to be the currency of the world. It seems as if it

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