by Laurie Schroer | Jun 3, 2024 | Uncategorized
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...
by Laurie Schroer | Jan 3, 2024 | Commentary
Dear Valued Clients, As we step into 2024, I am excited to share our insights and perspectives on the year ahead. A year ago, our outlook for 2023 struck a more optimistic tone for stocks than that of most Wall Street Strategists. This year, our outlook remains rosier...
by Laurie Schroer | Nov 20, 2023 | Commentary
Dear Valued Clients, As we traverse the ever-evolving landscape of financial markets, I am honored to share insights into our current economic state and our forward-looking investment strategy. Underpinning Economic Strength: My team and I would like to emphasize the...
by Laurie Schroer | Oct 4, 2023 | Commentary
Dear Valued Clients, We hope this message finds you well. In light of recent market developments, we want to provide you with an update on our perspective and investment outlook. The speed at which interest rates have risen has undoubtedly placed stress on the stock...
