Jonathan Soden, Managing Partner

Stock Market Commentary July 2026

"What we call luck is often not purely random, but rather the delayed byproduct of consistently putting yourself in good positions." - James

"Markets can stay irrational longer than you can stay solvent." – attributed to legendary economist John Maynard Keynes Positive returns keep

"Simple rules, followed consistently, beat complex plans followed occasionally." After a month to forget in March, the stock market came roaring

“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” – Warren Buffett (adapted from Benjamin

Retirement plans are no longer just an HR benefit. They are part of long-term business and personnel planning because a strong plan can support

“Many investors are forced to focus on the next quarter, not the next decade. That short-term pressure pushes prices away from long-run value. When