News & Articles

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2024 Midyear Market Outlook

July 12, 2024 | Categories: Will’s Touches

The famed American economist John Kenneth Galbraith once described prognosticators as falling into one of two categories: “those who don’t know, and those who don’t know they don’t know.”

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Why Add Alternative Investments to Your Portfolio?

June 25, 2024 | Categories: Will’s Touches

Traditionally, clients have used combinations of cash, equities, and bonds to construct portfolios. These positions are generally held as long positions. There is an additional asset class called alternative investments. [...]

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Shamrock Newsletter - June

June 11, 2024 | Categories: Will’s Touches

Historical data tells us that there is no political party that can claim victory with market performances versus the other.

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