April 2024 Client Letter
Client LettersApril 3, 2024
Dear Valued Investor,
The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime…
March 2024 Client Letter
Client LettersMarch 7, 2024
Dear Valued Investor,
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback…
February 2024 Client Letter
Client LettersFebruary 7, 2024
Dear Valued Investor,
Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years…
January 2024 Client Letter
Client LettersJanuary 3, 2024
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than…
Client Letter | Outlook 2024: A Turning Point
Client LettersDecember 12, 2023
Dear Valued Investor,
LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with…
2024 Outlook Executive Summary
Client LettersDOWNLOAD THE ORIGINAL EXECUTIVE SUMMARY
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk…