March 14, 2025 Dylan joined four other Central Coast portfolio managers on the Business Times’ quarterly markets panel, this edition examining investing under the new administration. He argued that ESG’s three-decade record is genuinely mixed. Some strategies do carry a…
“Democracy is the worst form of government, except for all the others that have been tried.” Winston Churchill Last month handed us an end to a nail-biting finish to the 47th Presidential and 119th Congressional election. The good news is…
“We don’t see things as they are, we see them as we are.” Anaïs Nin It was the most glorious meal I’ve ever tasted. It was bursting with flavors and colors and all smells wonderful. It was a very ordinary…
New financial index developed by Santa Barbara-based firm and UCLA Professor integrates financial and ESG factors to select US stocks that outperform the broad market while creating positive social change. “The bad news is nothing lasts forever, The good news…
The US provides myriad opportunities in the philanthropic landscape to truly do well by doing good. There are many opportunities currently available to us to help others, our community, and even our own families. “No one has ever become poor…
“All you need in this life is ignorance and confidence, and then success is sure.”” Mark Twain Many investment markets are now at a loss this year. And many are at a loss to explain why. The below chart plots…
Many generalized ideas about market “patterns”, are mythical when held to the light of data Soon countless youngsters across the country will be celebrating Halloween. Although the prospect of seeing a scary costume is always present, so too is the…
In an era of technological disruptions and evolving global dynamics, academia continues to play an indispensable role in guiding the financial and investment industries towards responsible, sustainable, and successful outcomes After recently dropping my daughter off at college, I was…
*Our firm’s AI Market Commentary dated as of 8/19/2023 has been updated with an important footnote because, without additional clarifying information, it can be interpreted as stating that we are using AI more extensively and more directly for investment selection…
“Buy land, they’re not making it anymore.” – Mark Twain Over the long run, Montecito real estate has been an excellent investment. Indeed, price growth has averaged about 8% per annum over the past five years versus 7% for the…