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

One of the investment lessons I have learned over the past few years has been how hard it is to predict what will happen next in the financial markets.  I was already on the side

Stock prices declined for a third straight quarter as markets continue to assess the future prospects for inflation and interest rates.  What makes this year so challenging is that bonds also have performed poorly.  While