Blog articles

The first quarter of 2026 was defined by geopolitical conflict, sharp moves in oil prices, and more. Despite heightened volatility, the overall market remained resilient, with energy and alternative strategies delivering strong gains. The data...

The investment industry is transforming quickly as consolidation accelerates, fees rise, and AI reshapes back‑office operations. Despite these pressures, the article argues that independent firms focused on low costs, sound judgment, and personal service remain...

The One Big Beautiful Bill Act introduces major changes to how charitable contributions are deducted starting in 2026, affecting both itemizers and non‑itemizers. These new rules create fresh opportunities and a few complications for donors...

March 30, 2026 We are in a highly regulated business, which offers our clients important protections. There are certain disclosures that we

By Mark Armbruster, CFA I’ve written a lot over the years about the quirky hobbies and activities I’ve pursued. Now it seems