Since Silicon Valley Bank (SVB) went under, we have been waiting for the other shoe to drop (not counting Signature Bank as a shoe). And drop it...
RIP First Republic Bank
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UBS Buys Credit Suisse
Key points Continuing stress in the banking industry culminated Sunday in the acquisition of Credit Suisse by United Bank of Switzerland (UBS). The...
Silicon Valley Bank
Key points The failure of Silicon Valley Bank (SVB) was a classic bank run that exposed a failure of risk management. Long duration bonds in the...
Rotation and Reopening
The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with...
The Rotation Trade
The so-called “rotation trade” continued into early February, after a strong Q4. This term refers to the market “rotating” from large growth/big...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week...
Advisors Allay Fears of Clients Unnerved By Pandemic
Published on January 19, 2020 by U.S. News & World Report Roger Hewins, founder and president at Team Hewins, an independent wealth management...
You can give stocks as a gift, and there are tax benefits, too
Published on December 21, 2020 by MarketWatch If you’re giving stocks you already own, there could be a tax advantage for you. According to Karl...
‘Tis the Season for Charitable Giving
The CARES Act passed in March gave new tax incentives to encourage charitable giving in 2020. There are a few tax strategies you can take advantage...
Our Investment Committee Answers Your Questions – Part 3
In the latest installment of our Investment Committee video series, we respond to a client question about portfolio construction: Are your...