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Feature Article
2024 Outlook Call and Q4 2023 Review
Stash and Michael talk about how 2023 wrapped up, give updates on current positions, and discuss investment strategy for the coming year. Click here to…
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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October 2024 Investor Report
Markets used an end-of-month sell-off to generate broad losses across all three major domestic indices. For October, the Dow Jones Industrial Average was the biggest...
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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.