Dear Clients, The selloff we experienced earlier in the year has been replaced by a strong and sustained rally. Over the past several weeks, stocks have reached multiple new all-time highs, reminding us that markets often move in ways that inflict “pain” on the most...

Dear Valued Client, As we shared with you a few weeks ago, we began reducing stock exposure in client portfolios throughout July. This move was a tactical decision, based on our expectation of seasonal weakness that often occurs as we move into the Fall months. Now...

Dear Clients, As we move through the heart of summer, we want to take a moment to reflect on what has been a dynamic first half of the year and share our thoughts on what may lie ahead. From Volatility to Recovery The markets endured a bumpy ride this past April, with...