Happy Mother’s Day!
We believe that legacy is not only what is passed down financially, and wealth is not only measured by assets. This Mother’s Day, we honor the mothers whose patience, resilience, and love compound across generations and redefine what true wealth really means. Happy Mother’s Day!
Monthly Market Recap: April 2026
In April’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing his perspective on equity markets, Fed rates, inflation, and more.
Quarterly Investments Webinar: 1Q2026
Our Investment Team met recently to discuss several timely topics, including portfolio performance, market dynamics, and investment outlooks in light of recent economic and geopolitical developments. The team examined the impact of market volatility, inflation trends, and sector-specific shifts, with particular attention to the effects of global events and policy changes on asset allocation. The discussion also addressed the implications of rising yields, the evolving role of private credit, and the reassessment of technology and industrial sectors. Watch now to be informed about ongoing portfolio positioning and areas requiring close monitoring as market conditions evolve.
2026 Hedge Fund Outlook: A Discussion with Evanston Capital Management
In February’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing perspective on U.S. equities, inflation, international trends, and the uncertainty during times of volatility.
Monthly Market Recap: February 2026
In February’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing perspective on U.S. equities, inflation, international trends, and the uncertainty during times of volatility.
Your Vote Matters: Bexar County Primary Elections
Early voting in Bexar County is well underway. With Election Day right around the corner, voters have the opportunity to help select candidates for local, state, and federal offices. Voting plays an essential role in shaping the future of our local community, state, and country, and taking part in the primaries helps ensure the ballot reflects the priorities of the people it represents.
Stay informed, confirm your registration, and make a plan to vote. Learn more elections through the Bexar County Elections Department: https://www.bexar.org/1568/Elections-Department
Monthly Market Recap: January 2026
Our first Market Recap of 2026 is here. Join Amaury as he revisits what happened in the market during the month of January.
2026 Market Outlook: Bull-Bear
Join our investment team for a discussion on our 2026 market outlook, featuring bull, bear, and base case scenarios. They also revisit key themes that shaped 2025, such as inflation and AI, and explore how equity markets are positioned, highlighting where risks may lie and where opportunities may emerge.
Merry Christmas!
From our families to yours, we wish you a very Merry Christmas and Happy New Year!
Monthly Market Recap: November 2025
November was a dynamic month for investors. In November’s Market Recap, Amaury shares his insights on market volatility, global equities and emerging markets, and more.