by Laurie Schroer | Aug 4, 2025 | Commentary
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...
by Laurie Schroer | Jul 14, 2025 | Commentary
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...
by Laurie Schroer | Apr 25, 2025 | Commentary
Over the past several weeks, we’ve seen renewed volatility in the markets. Many of you have asked what’s driving these swings—and more importantly, what it all means for the future. We wanted to offer some perspective on the larger strategy unfolding behind the...
by Laurie Schroer | Apr 4, 2025 | Commentary
We understand that recent headlines surrounding tariffs have stirred concerns, and the stock market’s reaction has only amplified those worries. We want to offer some perspective during this turbulent time, to help you navigate through the noise and focus on the...
by Laurie Schroer | Apr 1, 2025 | Commentary
As we move into the second quarter of 2025, we want to take a moment to share our latest thoughts on the economic and market environment, especially as it relates to potential policy changes ahead. A key date on our radar is April 2nd, which may mark the beginning of...
