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…
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…
Third Quarter Review Video Call
Stash and Michael discuss performance from the 3rd quarter 2023, current events, and their expectations going foreward…
Second Quarter Review Video Call
Stash and Michael host the Second Quarter 2023 Review…