Is the S&P 500 still diversified?
Brian Yacktman and Elliott Savage on why owning an S&P 500 index fund today means owning a concentrated AI bet, and why the discount on durable businesses right now may be an opportunity.
The Long View
Here you’ll find our independent perspective on markets and practical guidance on the planning and decisions that protect and grow wealth over the long term.
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Will Kruger on why estate planning is about more than mechanics: will the wealth you leave behind strengthen your family, or undermine it?
A message from CEO Will Kruger on what’s new at YCG, and the commitment that isn’t going anywhere.
Our Q2 2026 Investment Letter examines why the market is more expensive and concentrated than ever, and explains why quality businesses trading at a discount represent a compelling opportunity.
You can do everything “right” financially and still be filled with uncertainty. Wealth transfer isn’t just math and paperwork. It’s readiness, expectations, decision-making, and family dynamics.
Brian Yacktman, Elliott Savage, and Will Kruger discuss why high-quality businesses are poised to outperform, despite recent underperformance versus the AI-concentrated S&P 500.
A year-round approach helps you coordinate income, investments, and major life events so you can reduce tax drag, avoid surprises, and keep more of what you earn working for you.
Our Q1 2026 Investment Letter examines how AI is reshaping markets and explains why physical toll collectors and dominant networks are built to endure, and even benefit from, the disruption.
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A history of strategic guidance.
The best way to understand our philosophy is to see it in action over time, through every market cycle, on the record. Explore our Investment Letter archive and past media appearances to get the full picture.