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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 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...
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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...
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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...
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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.