Investment Management

The Case for Quality to Enhance Portfolio Resilience

Heading into 2026, investors are grappling with a market environment that is as perplexing as any we’ve seen in recent history. Both risk assets (stocks) and traditional safe haven assets (bonds and gold) have performed well this past year. At the same time, we’re seeing divergences in both financial markets and the real economy that […]

Lloyd K. Wong, CFA

Randall L. Zaharia, CFA CAIA®

George E. Hasbun, CFP®

Austin H. Gewecke, CFA

Roger L. Gewecke, Jr., CFA

Kathleen Gilmore, CFP®

Carlota B. Venegas, CFP®, CDFA®

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