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...

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...

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...

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...

The stock market has experienced a notable decline in recent weeks, with the S&P 500 down approximately 10% from its recent highs. In market terms, this is known as a "correction." While a decline of 20% over weeks or months qualifies as a "bear market" and a 10%...

As we navigate the ever-changing landscape of the stock market, we want to provide you with our perspective on the current environment and what it means for your investments. Despite recent volatility, our outlook remains optimistic for stocks in the long run. Here...

https://youtu.be/Ozp09yeZBGQ 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...

This week begins with the news that tariffs will be placed on goods coming from Canada, Mexico, and China. Interestingly, China received the best deal of the three, with only a 10% levy. The question now is, “How will markets react?” We are only a few hours into this...

This week’s market has been one for the ages. On Monday, Nvidia lost more in market capitalization than any stock in history. Given the historic rise in market capitalization over the past couple of years, this stands to reason. What caused the decline in market...