Israel-Hamas War We are heartbroken about the ongoing situation between Israel and Hamas and certainly hope for peace as quickly as possible.  Below is a summary of the ongoing conflict and our take on relevant portfolio observations.  As always, we are vigilantly monitoring the evolving situation.   On...

Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...