May 2023 Client Letter

May 3, 2023 Dear Valued Investor, Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as several […]

April 2023 Client Letter

April 5, 2023 Dear Valued Investor, The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested the underlying resolve of the […]

March 2023 Client Letter

March 1, 2023 Dear Valued Investor, Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent developments suggest that may be further out than we initially thought. […]

February 2023 Client Letter

February 1, 2023 Dear Valued Investor, Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year before looking ahead. The same is true for the markets. When we look back on […]

January 2023 Client Letter

January 4, 2023 Dear Valued Investor, We wish you a happy New Year and hope you were able to close out 2022 with friends and family.  The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during 2022 and […]

Outlook 2023

READ THE FULL REPORT HERE Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has […]