Foundations, Endowments and How to Run Them: A Conversation with Walker Douglas
The assets inside a foundation or endowment were never meant to be…
To Women, Who Are About to Inherit the Financial Earth
When I was 31 years old, my father died. He had a…
Monthly Market Dashboard — Regime Change
Regime Change After weeks of saber rattling, war broke out over the…
Monthly Market Dashboard — A Strong and Snowy Start
A Strong and Snowy Start For whatever reason, it just doesn’t seem…
Volatility Travels in Packs: A Conversation with Dan Tolomay on the 2026 Outlook
2025 rewarded equity investors, but it was not a straight line. In…
Q4 Review & Outlook: What Comes After a Three-Peat?
What Comes After a Three-Peat? On a late October afternoon in the…
Dan Tolomay Quoted in CNBC on AI, Productivity and Market Valuations
Dan Tolomay, CIO at Trust Company of the South, was recently quoted…
A Letter of Gratitude
In just a couple of weeks, another year of abundance will come…
Housing, Rates and the Affordability Squeeze: A Conversation with Jim Parrott
If it feels like housing has become a harder math problem, you're…