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…

June 2024 Investor Report

While May saw broad gains across the board, June saw varying performance among industries and asset classes. This month, the divergence between mega-cap tech and…

May 2024 Investor Report

May generated positive gains across the board for the major domestic equity indices. The performance was certainly a welcomed sight as it was such a…

April 2024 Investor Report        

The first month of the second quarter was broadly weak. A late rally helped lessen the blow, but equity prices were under pressure all month…

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…