February 2022 Investor Report

By: Stash Graham February continued January’s weakness as all three major domestic indices were down on conflict concerns in Ukraine. The benchmark S&P 500 fell…

January 2022 Investor Report

By: Stash Graham January kicked off the new investment year with a terrible result as all major indices fell to have their worst start since…

December 2021 Investor Report

By: Stash Graham December positively closed the year. All three major indices finished with gains consistent with our partners’ accounts—the strong finish caps a good…

November 2021 Investor Report

By: Stash Graham The month of November ended with a bang as the newly renominated Federal Reserve Chairman Jerome Powell testified to the Senate Banking…

October 2021 Investor Report

By: Stash Graham October brought new life after a poor September for financial assets. All three of the major domestic indices produced positive returns, making…

September 2021 Investor Report

By: Stash Graham A news-laden September produced losses across all three major American indices. Developments ranging from a hawkish Federal Reserve to questions about the…

August 2021 Investor Report

By: Stash Graham The month of August produced good returns across the variety of portfolios managed by the firm. The balance of our long equity…

July 2021 Investor Report

By: Stash Graham As the summer months start approaching an end, all three major domestic indices modestly appreciated as they were able to battle off…

June 2021 Investor Report

By: Stash Graham The last month of the second quarter produced mixed performance from the three major domestic indexes. The Dow Jones industrial average had…

May 2021 Investor Report

By: Stash Graham The month of May produced mixed results for the three major indexes, while the firm experienced relative outperformance across portfolios. The tech-heavy…