Client Letter | An Attractive Entry Point | April 28, 2022

Client Letter | An Attractive Entry Point | April 28, 2022

Dear Valued Investor, It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide...
Client Letter | A Ways to Go | April 7, 2022

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

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

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 | Stocks’ Road Ahead | February 3, 2022

Client Letter | Stocks’ Road Ahead | February 3, 2022

Dear Valued Investor: The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal...