January 6, 2025 “There is no normal life Wyatt, there’s just life. Now get on with it.” Val Kilmer as "Doc" Holiday I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from...
April 12, 2025 – Bloomberg Businessweek “The bonds are the tail that is wagging the equity dog right now.” Walter Todd Walter Todd was featured on Bloomberg Businessweek on Friday last week to discuss the market’s volatility and how our investment team is...
The Storm Hits April 7, 2025 The market is still reeling from the “Liberation Day” announcements last Wednesday evening. As tariff levels rise to levels not seen since the Great Depression, we give you market insights you can trust. Walter shares his...
Special Update: Tariff Day Breakdown April 3, 2025 There’s a lot of red on the screens in the offices today after the new tariff announcement from President Trump yesterday evening. In this special update, Director of Multi-Assets Strategy, Dr. Mark Pyles, breaks down...
Brace for Impact March 31, 2025 Uncertainty is on a bull run as volatility increases and ever-present tariff concerns loom. In April’s First Week video, Walter shares his insight on where that volatility is coming from and what upcoming events are likely to...
