Publications

Newsletters

• Volatility Returns, Diversification Proves Its Value

Newsletters

• 2024 Year-End Letter
• Q3 2024 Market Update

Newsletters

• Q3 2023 Market Update

Newsletters

• Now Is a Good Time to Check Your 401(k)
• Investing in Growth - January 2021
  Innovation and the Case for Optimism

Navigating Inflation Series

• Greg Zaffiro, Partner at Electron Capital Partners
• Read transcript here
• Leo Dierckman, Managing Director of Oppenheimer Investment Management
• Read transcript here
• Doug Vaaler, Regional Vice President at LoCorr Funds
• Read transcript here

Newsletters

• What’s On Cary’s Mind: “Valuation Risk” | February 2021

Publications

• Know Your Benchmark
  A look at the most common global indices and their performance

• 2020 Year-End Letter
• Quarterly Commentary | Q2-2020