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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Q2 2022 Newsletter

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Going into 2022, we expected the financial markets to experience heightened volatility given the likely
friction emanating from the anticipated Federal Reserve’s change in monetary policy against many richly
valued financial markets.

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Q4 2021 Newsletter

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Our 4th Quarter Newsletter for our valued clients.

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Q3 2021 Newsletter

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Our 3rd Quarter Market Report

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