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Client Letter | A November to Remember | December 6, 2023

Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors of our time, Charlie Munger, who passed away...

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Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

One of the unchecked items is market breadth. Despite the recent rally, participation in the latest rebound has been underwhelming, raising questions over the sustainability of the advance. Second, 10-year Treasury yields remain in an uptrend, and until more technical evidence confirms the highs have been set, it may be challenging for stocks to maintain their upside momentum.

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Client Letter | Important Tax Reminder | October 30, 2023

We trust this letter finds you well. As we approach the end of the year, we want to make sure we are optimizing your investment portfolios to the best of our abilities. With tax season for 2022 now behind us, if you have any loss carryforwards, please be sure to let...

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Client Letter | Staying the Course | October 4, 2023

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the time, posting an average...

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