Third Quarter Review Video Call
Stash and Michael discuss performance from the 3rd quarter 2023, current events, and their expectations going foreward...
Read Article
December 2023 Investor Report
Dear Trusted Partner, Happy New Year! The market finished the year on a high note, building on the rally in October. The benchmark S&P 500...
Read Article
November 2023 Investor Report
Dear Trusted Partner, Weak economic data helped decrease interest rates, which helped emphatically end the stock market’s three-month losing streak. Market participants took several anecdotes...
Read Article
October 2023 Investor Report
Dear Trusted Partner, The stock market generated a third consecutive month of losses. Concerns weighing down the market ranged from higher interest rates (long end…
September 2023 Investor Report
By: Stash Graham The stock market weakness from August continued and intensified through September. All stock market sectors saw weakness except for the energy sector…
August 2023 Investor Report
By: Stash Graham The stock market’s monthly winning streak ended as August bought selling pressure that caused losses across all three indices. The Dow Jones Industrial Average declined the…