Disciplined investment process.

This piece dives into market movements in the fourth quarter of 2023, citing notable events, underlying causes and effects, and what we’re watching moving forward.

This piece dives into market movements in the second quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.

This piece dives into market movements in the first quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.

This piece explores real estate investment trust (“REITs”) features such as their structure, requirements, benefits, and various other investment characteristics.

This piece dives into market movements in the third quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.

In this article we explain the expanded leverage access of closed-end funds and the opportunities and potential risks leverage presents.

This piece dives into the mechanisms that contribute to the tax efficiency of ETFs and provides clarity on why they may be a better option for investors who seek to manage their tax burden in taxable accounts.

This piece explores how the stable capital base of closed-end funds (“CEFs”) differentiates CEFs from other investment vehicles.

This article provides a foundational summary on the core features of closed-end funds that differentiate them from other investment vehicles.