Rapid advances in artificial intelligence, persistent geopolitical tensions – particularly the conflict in Iran – and ongoing trade uncertainty have kept headlines loud and emotions elevated, ultimately demanding investors remain adaptive and disciplined. In this kind of environment, the biggest mistakes come from reacting to noise rather than fundamentals. Instead, investors who stay focused on long‑term objectives and respond thoughtfully instead of emotionally are best positioned to...

As we reach the halfway point of 2026, I find myself reflecting on two things: gratitude and perspective. First, thank you. Thank you for the confidence you place in our team, for allowing us to walk alongside your family, and for trusting us with something far more important than investments—your hopes, your retirement, your legacy, and the people you love most. The first six months of this year have certainly given us no shortage of headlines. Markets have swung sharply. Interest rates,...

Remember when your day wasn’t complete without a little playtime? Simple childhood pleasures – like teaming up for a game of kickball, constructing forts out of bedsheets or even making up silly songs – eventually get crowded out by the responsibilities and constant demands of adulthood. But the science is clear: Playtime and other “childish” behaviors that we tend to outgrow in adulthood help us feel grounded, connected and alive. Rediscovering them later in life can help mitigate stress,...