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…
1st Quarter 2024 Investor Update Webinar
Our firm recently hosted a quarterly meeting via zoom for our clients. A recording is available at the link below:Click here to go to Zoom…
March 2024 Investor Report
The final month of the first quarter ended on a strong note, with equity prices continuing to rise. Momentum continues to grow. The S&P 500…
