August 2025 Investor Report
Financial asset prices continued their rise this month, albeit with some downside pressure at the end, as two notable AI-related companies, Nvidia and Dell, reported…
July 2025 Investor Report
Equity markets continue to show remarkable resilience in the face of a mixed bag of headlines. Mid-month rumors of President Trump possibly replacing Fed Chairman…
Second Quarter 2025 Webinar
Join Stash and Michael as they discuss the second quarter of 2025 including tariffs, the implications of the “Big Beautiful Bill”, and the future of…
First Quarter 2025 Webinar
Join Stash and Michael as they discuss the first quarter of 2025 including tariffs, mixed economic indicators, and a shift into more conservative investments. https://us06web.zoom.us/rec/share/rBdVc81P8Jtc2lbfztp61-Fh0tv3erWvBWHG3SfjnCj-P6Q_8Gk-vY8tsEvB49Qh.kvvQWvnqbf8r0Vim?startTime=1744214314000…
May 2025 Investor Report
The stock market continued to rise in May as investors welcomed the continued walk-back of the toughest tariff terms. Perhaps obvious at this point, but…
April 2025 Investor Report
April brought another month of uncertainty as the White House started the month with a wide range of tariffs, which created significant downside pressure. During…
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…
