News
April 1, 2025
Second Quarter 2025 Newsletter
Like the art world, investing requires discipline, focus and perseverance. The timeless principles that guided artists like Picasso, da Vinci and Monet as they meticulously created their works are equally relevant to today’s investors. The successful techniques used by these renowned artists include planning, patience and execution. Investors looking to effectively navigate tariff uncertainty, a...
January 6, 2025
First Quarter 2025 Newsletter
Watching the Northern Lights dancing across the winter sky is a captivating and magical experience. Parallels exist between investors who navigate the capital markets and hunters of the Aurora Borealis. Just as investors analyze market trends, economic indicators, and corporate earnings to make informed decisions, Northern Lights enthusiasts study weather patterns and solar activity to...
October 1, 2024
Fourth Quarter 2024 Newsletter
Elections often have far-reaching consequences. Approaching the first Tuesday in November, investors will try to assess the potential market impact of races for the White House and key Congressional seats. The results will influence how politicians handle the domestic economy, immigration, tax reform, wage growth, and position the U.S. on the global stage. Against the...
July 1, 2024
Third Quarter 2024 Newsletter
Reflection plays a crucial role in investing, much like it does in any endeavor requiring continuous learning and adaptation. Understanding the reasons for your investment choices can lead to more informed decisions. It’s the inquisitive mind that questions the status quo, seeks new opportunities, and doesn’t shy away from learning from both successes and failures....
April 1, 2024
Second Quarter 2024 Newsletter
“Turning the page” is a common theme for both businesses and individuals. Businesses “turn the page” to focus their employees on executing business strategies. Individuals “turn the page” as they move from one chapter to another in their lives with promises to start fresh. “Turning the page” is also applicable to investing. Markets offer investors...