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Feature Article
Q4 2024 Investor Call
Watch Stash and Michael review the fourth quarter of 2024 and discuss strategy for the upcoming year. https://us06web.zoom.us/rec/share/tDOFvvaHFRJCpJQt4iFkpk0lANgUZGh6h-ny2NM2Bp1iaxl6v_Le9EEkhI6fajag.xARHyUzrrZblsftn?startTime=1736873368000…
January 2025 Investor Report
Equity prices experienced a rebound during the first month of 2025. The ride was anything but smooth as we witnessed a material increase in volatility...
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December 2024 Investor Report
Markets ended a good year on a weak note, as the Santa Claus rally never came. Two of the three major domestic indexes lost value...
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November 2024 Investor Report
The stock market returned to its winning ways after President Trump was elected the next President of the United States. The move higher in risk...
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It starts with a conversation.
We ask about our clients' life objectives, risk tolerance, and financial profile. As your fiduciary, we embrace the responsibility of unwavering devotion to our clients' financial plan. We earn our clients' trust by a rigorous review of the prudent processes through which our investment decisions are made.