Archive for February 2026
Keeping the Iran War in Context
INVESTMENT COMMITTEE COMMENTARY February 2026 The U.S. stock market ended the month on a disappointing note, with the S&P 500 closing February in negative territory. After a strong start in January, the technology rally cooled, as investors grew concerned about market concentration. Tech stocks tumbled, while defensive and cyclical stocks trended higher. Mega-cap stocks, which…
Read MoreChoosing Between an Individual or Corporate Trustee
Whether creating a trust through lifetime gifting or as part of your legacy after passing, one of the most important decisions is choosing the trustee. As context for that decision, let’s first lay the foundation of the fundamental role of the trustee: The trustee is the overall administrator of the trust with the requirement to…
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