by Joseph "Bo" Billeaud | Feb 11, 2026 | Blog, Bo's Corner
Has there ever been an investable asset that has gotten a worse rap? The chart below shows the performance of gold, dating from 1972 through 2025. Point to point, not too bad at all. And yet, despite this performance record, for the entire 40-year period that I have...
by Erin Despot McMenemon, CFA® | Feb 2, 2026 | Blog
Ever heard of legendary bond investor Howard Marks? Most people haven’t. Bond investing tends to fly under the radar—it’s important, but rarely the headline act. Well, he’s the guy who runs Oaktree Capital, and when he talks about market bubbles, you listen....
by Erin Despot McMenemon, CFA® | Nov 12, 2025 | Blog
When real estate investor Jerry Buss bought the Los Angeles Lakers in 1979, it wasn’t just about sports. He may not have known it then, but he was betting on entertainment, culture, and really — TIME. Over the next four decades, the Buss family transformed the Lakers...
by Lenox Brown | Oct 30, 2025 | Blog
October is National Cybersecurity Awareness Month, which aims to raise awareness about the importance of cybersecurity and encourage individuals and organizations to take proactive steps to protect their online information. A growing trend recently has seen scammers...
by Montgomery Gossen | Sep 22, 2025 | Blog
“Trust takes years to build, seconds to break, and forever to repair.” For decades, the United States has stood as the world’s leading investment destination, built on strong economic fundamentals and a tradition of transparency. Yet today, it faces...
by Montgomery Gossen | Aug 26, 2025 | Blog
“I Will Track You Down and Pull Out Your Beard Hairs One by One” I received the following email from a long-standing client regarding President Trump’s executive order allowing alternative investments such as private equity and crypto assets in 401k plans. Montgomery:...
