Client Letter | Looking Ahead | November 2, 2022

Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit...

Client Letter | Could the Worst be Behind Us? | October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly....

Client Letter | Better Times Ahead | September 28, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It...

Client Letter | The Best and Worst of Times | September 7, 2022

Dear Valued Investor, When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in...

Client Letter | Big Week for Market Watchers | August 3, 2022

Dear Valued Investor, Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington...