Monthly Insights

Newsletter Archive

Browse our collection of monthly insights on markets, strategy, and wealth management.

January 2026: Market Outlook & Strategic Positioning

As we enter 2026, we review the key themes that will shape markets this year and discuss how we're positioning portfolios for the months ahead.

A look back at 2025's key market events, what we learned, and how these lessons inform our approach to the coming year.

Central bank policies continue to dominate market narratives. We discuss the implications for portfolio positioning and risk management.

Why sophisticated investors are increasingly looking beyond traditional stocks and bonds, and how to approach alternatives thoughtfully.

Key tax considerations as we approach year-end, including loss harvesting, charitable giving, and retirement account strategies.

A deep dive into economic and market cycles, and why understanding where we are in the cycle matters for long-term investors.

The art and science of rebalancing—why it matters, when to do it, and common pitfalls to avoid.

How cognitive biases affect investment decisions and practical strategies for making more rational choices.

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