JULY 2025 CLIENT LETTER

July 2, 2025 Dear Valued Investor, As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and […]

JUNE 2025 CLIENT LETTER

June 4, 2025 Dear Valued Investor, As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets: Trade Policy in Flux. The May 28 court ruling blocking most of President […]