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…

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…

February 2024 Investor Report       

The AI rally continued through February as the handful of stocks led higher headline indices. The technology-heavy Nasdaq Composite Index appreciated 6.1% for the month…

January 2024 Investor Report 

The stock market used the end-of-year momentum to generate gains for the year’s first month. The benchmark S&P 500 generated 1.5%, while the Dow Jones…