by Laurie Schroer | Nov 24, 2025 | Commentary
Dear Clients, Periods of market volatility have a way of stirring emotions—even for those of us who have spent decades navigating them. Recently, we’ve witnessed what we see as a shift in leadership among stocks. Many of the companies that powered markets higher over...
by admin | Oct 13, 2025 | Commentary
Dear Clients, The selloff we experienced earlier in the year has been replaced by a strong and sustained rally.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...
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...
