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…
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…
September 2024 Investor Report
The market experienced another choppy month where the initial days brought noted weakness, and the subsequent end of the month brought strength. Overall, markets used…
August 2024 Investor Report
The volatility and rebalancing trade continued into and throughout August. The technology sector continues to underwhelm the broader industries that lagged in performance for the…
July 2024 Investor Report
July brought uneven performance as the AI-technology trade put downside pressure on the major domestic equity indices throughout the month. An end-of-month rally could not…
