Matt on Markets: Palpable Concerns
March 31, 2025  | By Matt Pierce, CFA

It is generally an exercise in futility to ascribe a single issue to a decline in market prices, particularly on a day-to-day basis. The raft of policy measures being proposed and the speed with which they’re being implemented by the…Read More

2024 Q2 Investor Update
April 29, 2024  | By Matt Pierce, CFA

This month we want to highlight some of the key takeaways from our quarterly update video as well as expand on a couple of areas that may be in focus in the months ahead. Signs of life in the global…Read More

A Case of Bad Breadth
October 30, 2023  | By Matt Pierce, CFA

Through much of the year, strong year-to-date gains have been touted, and even despite a near 10% selloff since July, the S&P 500 remains up over 8.5% year to date. However, that strength has come from an ever narrowing list…Read More

Broken Bonds
August 19, 2022  | By Matt Pierce, CFA

If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More

What the fungible?! An NFT Exploration.
December 21, 2021  | By Matt Pierce, CFA

The total value of all crypto assets is over $2.2 trillion as of December 2021. Bitcoin and Ethereum make up about three quarters of that. Today’s topic, NFTs, are worth over $27 billion and growing fast! Although crypto markets may be…Read More

A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce, CFA

This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new platform. If you currently…Read More

Investing for the Unknowable
September 22, 2021  | By Matt Pierce, CFA

By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More