Articles & Perspectives
Living in a Material World | March 2026
After years of market dominance by the largest software and services firms, physical buildout in the real world is required to catch up. That is where we are positioning our portfolios.
Changing Domicile: More Art Than Science
Boxes may be unpacked but your move may not be complete
Life Changes & Your Estate Plan Should Too
Don’t Set & Forget your Estate Plan
Dramatic Change requires an Updated World-View
The pace of change in the world order is accelerating. What is changing and why does it matter?
The Debasement Portfolio Explained
Debasement is the result of a growing money supply and it dilutes the real value backing a fiat currency like the US Dollar. It is related to inflation, but not exactly the same. Inflation indicates less dilution in purchasing power, due to the offsetting forces of innovation and productivity increases.