Q4 2024 Client Presentation

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This video presentation includes updates on current trends and news related to the fourth quarter of 2024.

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Q3 2024 Client Presentation

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This video presentation includes updates on current trends and news related to the third quarter of 2024.

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Q2 2024 Client Presentation

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This video presentation includes updates on current trends and news related to the second quarter of 2024.

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Q1 2024 Client Presentation

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This video presentation includes updates on current trends and news related to the first quarter of 2024.

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Q4 2023 Client Presentation

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This video presentation includes updates on current trends and news related to the fourth quarter of 2023.

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Q3 2023 Client Presentation

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This video presentation includes updates on current trends and news related to the third quarter of 2023.

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Q1 2023 Newsletter

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This newsletter updates you on current trends and news related to the first quarter of 2023.

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Q4 2022 Newsletter

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The most recent quarter (September-end) witnessed losses across asset classes and, therefore, client accounts. In our previous quarterly newsletter (June-end), we wrote that “there was no place to hide”, which, unfortunately, succinctly summed up the latest quarterly experience as well.

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Q3 2022 Newsletter

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There was nowhere to hide during the June quarter. Stocks and bonds both experienced painful
declines.

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