2022 Midyear Executive Summary

CLICK HERE TO READ THE FULL ARTICLE OVERVIEW Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has […]

July 2022 Client Letter

July 6, 2022 Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July […]

June 2022 Client Letter

June 1, 2022 Dear Valued Investor, The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on May 19, the S&P 500 fell nearly […]

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 […]