One of my favorite financial planning clients represents a story that is part success, part sadness. Betty, we’ll call her, married young and became...
Shares of power producers rose as traders sought out safe havens. U.S. Treasury yields jumped, led by the policy-sensitive 2-year rate, after one Federal...
As millions of fathers celebrate Father’s day throughout America on June 18th, the duty of one’s nation will preclude Secretary of State Anthony Blinken,...
Annuities are setting sales records, thanks to higher interest rates, lower stock prices, and aging Baby Boomers. It’s been years since annuities were able...
Binance.US and the US Securities and Exchange Commission have agreed on a compromise that avoids the freezing of the exchange’s assets. On Saturday, US Judge Amy Berman Jackson approved...
Investment thesis Our current investment thesis is: IDEXX growth and margins are highly attractive, with no real financial downsides. Commercially, IDEXX has transitioned toward...