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Annual Real Rate of Return (S&P 500)*
Authored by Mike Petrino, Sr. Portfolio Manager The data shown above are consistent with the view there has been one bear market and one...
affinity
Jun 8, 20238 min read


Who Are You Going to Call? Ghostbusters!
by Greg Lai, CEO & Lead Portfolio Manager All kidding aside but when I see all these crypto plays “Defi”ing gravity I really don’t know...
affinity
Nov 15, 20214 min read


Should You Be Terrified By The Coronavirus And The Market Selloff? No, and Here's Why...
By Gregory Lai, CFA Memo to investors spooked by the coronavirus—take your masks off and breathe. As I write these words, the Dow has...
affinity
Mar 2, 20208 min read
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