Happy New Year! It’s that time of year when economists and investment professionals engage in the popular ritual of predicting where the economy and markets are headed over the upcoming year. If enough people look

The third quarter of this year marked the 15th anniversary of the collapse of Lehman Brothers, the investment bank failure at the epicenter of the Global Financial Crisis of 2008. The occasion got me thinking

Earlier this year, a poll conducted by the Pew Research Center caught my attention.  The survey asked the following question: “In general, would you say life in America today is better, worse, or about the

During the quarter, most asset classes posted positive returns, recovering somewhat from a difficult 2022.  U.S. stocks, non-U.S. stocks, and insurance-linked securities led the advance with mid-single-digit returns.  Bonds and real estate securities turned in

Over the past year, cash management has become an important topic of conversation with our clients.  Prior to last week, the nature of that conversation has been about how to increase the yield, or interest