March 2025 Investor Report
The word “uncertainty” dominated financial media this month as domestic equity markets struggled to navigate the mixed messaging emanating from Washington, D.C. The on-again, off-again…
February 2025 Investor Report
The stock market experienced a volatile month, with the benchmark S&P 500 declining 1.4%. The S&P 500 has dropped four of the last five weeks…
Q4 2024 Investor Call
Watch Stash and Michael review the fourth quarter of 2024 and discuss strategy for the upcoming year. https://us06web.zoom.us/rec/share/tDOFvvaHFRJCpJQt4iFkpk0lANgUZGh6h-ny2NM2Bp1iaxl6v_Le9EEkhI6fajag.xARHyUzrrZblsftn?startTime=1736873368000…
January 2025 Investor Report
Equity prices experienced a rebound during the first month of 2025. The ride was anything but smooth as we witnessed a material increase in volatility…
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…
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…
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…
