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Learn MoreWe partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.
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October 14, 2025
John Zechner shares his views on the gold run, key tech stocks and the the current market environment
Watch VideoIf you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
Preferred Share Commentary | January 2026
Jeff Herold
Despite a month of broad financial market volatility, preferred shares ended with another gain in January. The new year opened with U.S. President Trump dominating the headlines and generating considerable uncertainty in bond and stock markets. January began with the U.S. seizing the President of Venezuela and his wife on drug trafficking charges. Trump then […]
Read MoreBond Commentary | January 2026
Jeff Herold
The new year began with U.S. President Trump dominating the headlines and generating uncertainty that led to volatility in financial markets. Geopolitically, January began with the U.S. seizing the President of Venezuela and his wife on drug trafficking charges. Trump then turned his attention to Greenland demanding Denmark surrender ownership. Initially, military force was not […]
Read MoreFourth Quarter Letter | December 2025
Jacqueline Ricci
Welcome to 2026! I hope the year ahead is both happy and prosperous for everyone. As we close out 2025, we can finally breathe a sigh of relief—portfolio results were exceptional in both the fourth quarter and the full year. Maintaining a significant weighting in materials throughout the year proved to be a major driver […]
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