February 2022 Client Letter

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 Reserve (Fed) will have to get a lot more […]

January 2022 Client Letter

January 6, 2022 Dear Valued Investor: With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond. Let’s take a look back at 2021. Our economy is on track […]

Outlook 2022 Executive Summary

Outlook 2022 Executive Summary Click here to read the full report Click here to read more from this Executive Summary PASSING THE BATON Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws to a […]

December 2021 Client Letter

December 2, 2021 Dear Valued Investor: We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful for. At this time, we are especially grateful for COVID-19 vaccines and treatments that have helped us make so much progress tackling the […]

November 2021 Client Letter

November 4, 2021 Dear Valued Investor: The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many […]

October 2021 Client Letter

October 7, 2021 Dear Valued Investor: One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think about, but those changes may set the […]