I want to welcome the clients of GCI Investors, which recently merged into Brasada. GCI was started as a Registered Investment Advisor twenty-seven years ago with a remarkably similar mission to Brasada’s and that was to help clients achieve their investing goals by creating customized portfolios of well-researched stocks having long-term time horizons…

We have a couple of things to cover before we begin our year-end update. Firstly, we are now two months into our new partnership with Brasada and thus far things have gone better than we could have imagined…

Our annual client meeting will take place on the evening of February 22, 2024, at the Briar Club in Houston….

As we cross the midpoint of 2023, the economy has proven itself to be much more resilient than expected. Despite the run-up in interest rates over the course of the last year and a half, consumer spending has remained strong, with shoppers eagerly spending and hitting stores and travel destinations with what seems to be a carefree spirit…

The first quarter of 2023 was looking like a small reprieve from 2022. Silicon Valley Bank then had a 1930’sstyle bank run and failed to issue equity to save itself…