During the third quarter, the media released news of Warren Buffet’s two latest investment acquisitions. The billionaire’s investments do not always catch our attention, but this time it is different. Mr. Buffet seems concerned about the dollar’s weakness. He may also be worried about U.S. stock market valuations, which are at historic highs compared to those of some foreign stock markets.

“Creative destruction” is a term that often surfaces during an economic crisis.

As more people accrue digital assets, it’s important to consider curating an access point within your estate plan, such as a digital vault.

Stock markets don’t like uncertainty; last week the coronavirus COVID-19 outbreak and pandemic fears provided just that.

As we head into the final quarter of 2019, we do so with some concern about recent fiscal and monetary policies being employed in the U.S. We discuss the potential pitfalls of Modern Monetary Theory in our Third Quarter Commentary that accompanies this letter.

The first half of the year saw strong market performance across all asset classes as client multi-asset portfolios have enjoyed positive returns.

Global equity markets made a V-shaped rebound, rallying throughout the first quarter as all asset classes earned positive first quarter returns (see quarterly market review).

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018.

We consider the U.S. economy to be extremely strong with a very low probability of a recession in the near future. Gross domestic product (GDP) grew at an annual rate of 3.5% this past quarter.

The first half of 2018 has given us plenty of praiseworthy economic news. Consider the labor market: Unemployment has shrunk to a low we have not seen since a brief period in 2000.

As 2018 dawned, it seemed we might settle in for another year of records in the equities markets.

The market had seen little volatility in recent months, but Monday made headlines as stocks declined. Stock markets can move quickly.

China had a strong start in the first quarter of 2017 with real gross domestic product (GDP) growth of 6.9% (annualized).

A Brief Compendium In June 2014, Brent crude oil (see Glossary) sold for $111.93/barrel.

Whenever the global financial markets react sharply to a news event, my first reaction is to ask who got caught on the wrong side and why.

As a nonprofit organization’s funds grow, fiscal management and oversight often come under increased scrutiny from stakeholders.

It used to be that re-inventing yourself in midlife was a rare and remarkable feat: Think Julia Child, who worked in advertising and media before writing her first cookbook at age 50.

Investors everywhere want to buy low and sell high, but it's a difficult feat. Investment advisors bring value by applying the results of extensive research to the factors influencing market changes.

A study commissioned by Towneley Capital Management and conducted by Professor H. Nejat Seyhun, University of Michigan for 1926-1993.