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…
February 2025 Investor Report
The stock market experienced a volatile month, with the benchmark S&P 500 declining 1.4%. The S&P 500 has dropped four of the last five weeks…
December 2024 Investor Report
Markets ended a good year on a weak note, as the Santa Claus rally never came. Two of the three major domestic indexes lost value…
November 2024 Investor Report
The stock market returned to its winning ways after President Trump was elected the next President of the United States. The move higher in risk…
September 2024 Investor Report
The market experienced another choppy month where the initial days brought noted weakness, and the subsequent end of the month brought strength. Overall, markets used…
