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Read about the latest thinking from our portfolio managers pertaining to our business.
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Weekly Market Update – December 1, 2025
Price Return Last Week S&P 500 +3.7%   S&P Mid Cap   +3.9%    Russell 2000    +5.6%    MSCI EAFE   +3.3%     MSCI EM +2.5%    10 Yr US Treasury Rate – fell from 4.06% to 4.02% Source: Refinitiv Eikon Recent News Jobs Report – Sep: 119k (Reuters Poll est. 50k) Aug: -4k After being delayed over 6 weeks due to the government shutdown, the Labor Department reported that payrolls rose by 119,000 jobs in September. This was partially offset by a reduction in th
Taylor Champion
11 hours ago2 min read


St. Ignatius College Prep Recognizes Chesley Taft Partner Greg O’Leary for Business Achievement – Five Maxims That Shaped His Success
We are proud to share that on November 13, 2025, St. Ignatius College Prep—one of the most respected preparatory schools in the nation—honored Chesley Taft Partner Greg O’Leary with its Alumni Award for Excellence in Business. This recognition reflects not only Greg’s professional accomplishments but also the integrity and leadership he has demonstrated throughout his career.  During his acceptance speech, Greg shared five business maxims that have guided his approach to le
Brian Zavalkoff
Nov 202 min read


Weekly Market Update – November 17, 2025
Price Return Last Week S&P 500 +0.1%   S&P Mid Cap   (1.2%)    Russell 2000    (1.8%)    MSCI EAFE   +1.7%     MSCI EM +0.3%    10 Yr US Treasury Rate – rose from 4.10% to 4.15% Source: Refinitiv Eikon Recent News Government Shutdown Ends – After 43 days, President Trump signed a bill to reopen the government. The spending bill will extend funding for the federal government through January 30 in addition to full-year funding for the Agriculture Department
Taylor Champion
Nov 172 min read
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