by John R. Augenblick | Aug 6, 2025 | Quarterly Perspective
What Money Can’t Buy It is not difficult to glean inspiration from the depth of insight of Morgan Housel, the author of The Psychology of Money. He has a knack for illuminating devastating human truths from a little book with a big metaphorical mirror—in which...
by John R. Augenblick | Apr 4, 2025 | Quarterly Perspective
We wanted to reach out to offer clarity and insight into the issue that is likely on many investors’ minds at present — the current (and certainly temporary) market volatility that is ostensibly brought about by the arrival of tariffs and trade wars. We firstly wanted...
by John R. Augenblick | Jan 1, 2025 | Quarterly Perspective
One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US. Many investors have wondered what this could mean for markets both at home and abroad. We don’t have to look far for a...
by John R. Augenblick | Jan 1, 2025 | Quarterly Perspective
If the surgeon general were an investment expert, he or she would not waste any time slapping a warning label on today’s S&P 500. Concentration in major equity market indices is at a 50-year high. The top five companies in the S&P 500 comprise approximately...
by John R. Augenblick | Jan 1, 2025 | Quarterly Perspective
The first quarter is a great time to reflect on the importance of tuning out those financial industry experts who make confident-sounding predictions about exactly what will happen in the coming year. All that’s needed to remind us of their folly is an introspective...
by John R. Augenblick | Oct 1, 2024 | Quarterly Perspective
That’s quite sage counsel by market pioneer David Booth, an American businessman, investor, and philanthropist—after whom The University of Chicago Booth School of Business is named. His words remind us that you don’t have to change your investment strategy based on...
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