December 2023 Investor Report

Dear Trusted Partner, Happy New Year! The market finished the year on a high note, building on the rally in October. The benchmark S&P 500…

November 2023 Investor Report

Dear Trusted Partner, Weak economic data helped decrease interest rates, which helped emphatically end the stock market’s three-month losing streak. Market participants took several anecdotes…

October 2023 Investor Report

Dear Trusted Partner, The stock market generated a third consecutive month of losses. Concerns weighing down the market ranged from higher interest rates (long end…

September 2023 Investor Report

By: Stash Graham The stock market weakness from August continued and intensified through September. All stock market sectors saw weakness except for the energy sector…

August 2023 Investor Report

By: Stash Graham The stock market’s monthly winning streak ended as August bought selling pressure that caused losses across all three indices. The Dow Jones Industrial Average declined the…

July 2023 Investor Report

By: Stash Graham July brought a good month broadly for our accounts as at-risk assets saw solid price appreciation on the backdrop of a growing…

June 2023 Investor Report

By: Stash Graham The stock market continued its move higher in the face of slowing inflation and a labor market that continues to show strength…

May 2023 Investor Report

By: Stash Graham Domestic indices had a mixed reaction to a U.S. debt ceiling deal, with the technology-heavy NASDAQ leading the way, increasing +5.8%. The…

April 2023 Investor Report

By: Stash Graham Domestic indices generated broad but slight gains during the month of April. The year’s big winner, the Nasdaq Composite Index, was up…

March 2023 Investor Report

By: Stash Graham Asset prices were remarkably resilient when facing the worst reported corporate earnings quality in 30 years and a teetering banking system. In…