First Quarter 2026 Webinar
In April we held our quarterly video call reviewing Q1 of 2026. The discussion covered energy prices, the Iran conflict, and the performance of our…
March 2026 Investor Report
U.S. equity markets moved lower again, losing value for a second month in a row. The Iran conflict put significant downside pressure across all asset…
February 2026 Investor Report
Domestic indices took a leg backwards this month amid concerns about artificial intelligence’s role in the decline of the software industry, which would impair private…
Fourth Quarter 2025 Webinar
In January we held our quarterly video call discussing the final quarter of 2025. Topics also included the future of the Fed’s policy as a…
January 2026 Investor Report
The stock market had an uneven month that started strong, then weakened in the middle, then strengthened towards the end, only to close on a…
December 2025 Investor Report
The anticipated Santa Claus rally did not materialize, as two of the three major domestic indices declined in December. The Dow Jones Industrial Average was…
November 2025 Investor Report
Equities ran into their first speed bump in seven months as a combination of a government shutdown, cautious Fed commentary, and concerns about AI-related names…
October 2025 Investor Report
Risk assets continued their fall rise as the S&P 500, powered by the Artificial Intelligence-related companies, gained 2.25% for October. The Dow Jones Industrial Average…
Third Quarter 2025 Webinar
In October we held our quarterly video call to discuss the Federal Reserve’s policy actions, implications of the government shutdown, and the overall performance of…
September 2025 Investor Report
Upside momentum continued through September as all three major domestic indices rose during the month. The Nasdaq Composite index was the big winner, appreciating 5.4%…