News
October 1, 2024
Fourth Quarter 2024 Newsletter
Elections often have far-reaching consequences. Approaching the first Tuesday in November, investors will try to assess the potential market impact of races for the White House and key Congressional seats. The results will influence how politicians handle the domestic economy, immigration, tax reform, wage growth, and position the U.S. on the global stage. Against the...
July 1, 2024
Third Quarter 2024 Newsletter
Reflection plays a crucial role in investing, much like it does in any endeavor requiring continuous learning and adaptation. Understanding the reasons for your investment choices can lead to more informed decisions. It’s the inquisitive mind that questions the status quo, seeks new opportunities, and doesn’t shy away from learning from both successes and failures....
April 1, 2024
Second Quarter 2024 Newsletter
“Turning the page” is a common theme for both businesses and individuals. Businesses “turn the page” to focus their employees on executing business strategies. Individuals “turn the page” as they move from one chapter to another in their lives with promises to start fresh. “Turning the page” is also applicable to investing. Markets offer investors...
January 2, 2024
First Quarter 2024 Newsletter
For investors, the New Year brings a sense of optimism. It should also be a moment for deep reflection. We spend time with our clients reviewing comprehensive plans designed to protect their family legacies. This helps create a framework for investment decisions during the upcoming year. It also allows us to reconfirm the progress being...
October 2, 2023
Fourth Quarter 2023 Newsletter
Investing is a humbling process. Socrates stated, “the only true wisdom is knowing you know nothing,” which is a lesson for all investors. The passage of time gives us clarity on the past. What was once uncertain and unknowable only becomes clear after the fact. We attempt to view the world with an open mind,...