by Laurie Schroer | Aug 26, 2024 | Commentary
All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not indicative of future results. The market indices discussed are...
by Laurie Schroer | Aug 5, 2024 | Commentary
Markets are on the move this morning. Over the coming days, expect to hear and read much about global markets selling off with calls for the end of society as we know it capturing headlines. As I am fond of saying at times like this, “The world only ends once, and it...
by Laurie Schroer | Jul 17, 2024 | Commentary
I hope this letter finds you well. I am writing to provide you with our latest insights and perspectives on the current financial landscape and how it may impact your portfolio in the coming months. Fed Interest Rate Predictions Our analysis indicates that the Federal...
by Laurie Schroer | Jun 3, 2024 | Commentary
As the midway point of the year approaches, I want to offer our clients an update on our outlook for the markets. I will focus on a few key points that are shaping our current outlook and the firm’s investment strategies. The Fed: Higher for Longer We do not expect...
by Laurie Schroer | Apr 15, 2024 | Commentary
Dear Valued Client, In light of the current hostilities between Israel and Iran, it is essential that we keep you informed about our response designed to optimize your investment portfolio. As always, our focus is on managing your portfolio through all market...
