Client Letter | A Ways to Go | April 7, 2022

Dear Valued Investor, “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” – Sir John Templeton According to the guidance of revered investor Sir John Templeton, it appears to us that this market may have a bit more...

Client Letter | Navigating Geopolitical Tensions | March 3, 2022

Dear Valued Investor, The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely...

Client Letter | Positivity Amidst Uncertainty | February 24, 2022

Dear Valued Investor, Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t want to minimize the impact of that major...

Client Letter | Holiday Resilience | December 2, 2021

Dear Valued Investor, We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful for. At this time, we are especially grateful for COVID-19 vaccines and treatments that...

Client Letter | Many Reasons to be Thankful | November 4, 2021

Dear Valued Investor, The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to...

Client Letter | Change May Bring Opportunities | October 7, 2021

Dear Valued Investor, One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think...