Economy and Investing

Our Clients’ portfolios receive most of their annual dividend income in December, and in anticipation, our CIO, Yusuf Abugideiri, and budding investment expert, Tim Connolly, discussed dividend investing. In their thoughtful yet light-hearted exchange, Yusuf and Tim explore why dividends can feel so rewarding and...
Topics: Economy and Investing

What was intended to be financial advice quickly became a cultural flashpoint: “Stop buying avocado toast if you want to buy a home.” The driving idea behind this infamous title of a Time Magazine article in May 2017 was that young people around the world...
Topics: Economy and Investing

So much has happened since we last checked in (less than a week ago!) that we thought we’d connect with you again to share a few words that we hope will provide some comfort. First, on markets and your portfolio (but only because that’s what’s...
Topics: Economy and Investing