Find out more from our investment team on our second quarter recap, changes made and insights into a few businesses we’ve added to our strategies.

Read more on our dive into tariffs and its economic impact, rationale and controversies.

Dear Clients and Friends,

Thursday and Friday marked the 4^th time in the last 50 years when the S&P 500 had a 2-day drop of over 10%. The other 3 times were October of 1987 (Market Crash), November of 2008 (Financial Crisis), and March 2020 (COVID). This one is different in that it is self-inflicted…

Inevitable as time itself, are the questions of “when do I sell?” and “when do I get back into the market?”. When the market turns and you see it impacting your portfolio, the thought is only natural - to ease the pain…

Our CEO, Mark McMeans, gives a recap of his 2025 Client Luncheon presentation which includes a review of the past year and a market outlook for the year ahead. 

Before commenting on the market, please note that we will be hosting a luncheon for our clients and friends at the Briar Club in Houston on Thursday, January 23^rd. In the past few years, we’ve had an annual dinner event with a keynote speaker to cover a topic of interest. The feedback from those events has been positive, but we’ve also heard from some that you might prefer to have our session focused entirely on the markets…

There has been much discussion and speculation during the last several months about the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) of 2017. The TCJA was a sweeping tax reform law that included provisions impacting both individuals and corporations…

We hope everyone had a nice summer and is starting to enjoy some cooler weather. Before we get into the quarterly letter, we have a quick announcement that we are excited to share. Brasada will be hosting a luncheon for clients and friends at the Briar Club on January 23, 2025…

To compliment his recent piece on falling interest rates, Guy gives us some brief commentary on yesterday's rate cut. He touches on different asset classes and what investors can expect as the market reacts to the beginning of the rate cutting cycle…

Interest rates are a fundamental component of the global financial system, influencing everything from consumer behavior to corporate investment and asset pricing. Understanding how interest rates impact equity markets, bond markets and cash is critical to making informed investment decisions…

Our CEO, Mark McMeans, is always thinking about the markets and our clients. While traveling through Pamplona, he reflects on this year's bull market, the unusually low volatility that we've experienced and how we can use those two forces to help our clients achieve their investing goals…

Our CEO, Mark McMeans, discusses the upcoming U.S. presidential election and the historical impact of previous elections on the stock market…

With less than 90 days until Election Day, we thought we would tackle the question that might be on many investors’ minds: Which party is better for the stock market – Republicans or Democrats, or does it even matter?

The market experienced a sharp sell-off over the past few days after a weaker than expected ISM payrolls report, the unwinding of the Japanese Yen carry trade, and expanding geopolitical risk in the middle east…

If the story of 2023 was the “Magnificent 7” then there is a strong argument to be made that the most important story of 2024 is the “Magnificent 1”…

We believe that a low-cost, passive investing strategy such as an S&P 500 index fund…

Last year can best be characterized as a year of surprising resilience. Consider that despite high inflation, hawkish Fed policy, geopolitical upheavals, and the ever-looming specter of a recession, markets still delivered very strong returns. What lessons can we take from 2023?