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Market Commentary – 06/09/2026
Dear Clients, After a very strong rally since early April, we believe the stock market deserves a breather. That does not mean the bull market is over. It simply means that markets need time to digest large gains, especially when a handful of areas have moved very...
Market Commentary – 03/29/2026
Dear Clients, I want to take a moment to address what has clearly been a difficult and unsettling period in the markets. When volatility rises and headlines become more extreme, it is natural for concern to follow. Periods like this tend to feel unique in the...
Market Commentary – Iran 03/07/2026
Dear Clients, I am writing to share my thoughts on what I believe could prove to be a seminal moment for the Middle East and, potentially, for the global economy. Iran has long acted as a primary agitator in a region that already contains many geopolitical tensions....


