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…
April 2021 Investor Report
By: Stash Graham April was a good month for financial asset prices as we saw green across the board. This outperformance was consistent with the…
March 2021 Investor Report
By: Stash Graham Markets used the last two trading days of the month to generate cross-board positive returns among the major indices. The separation in…
