When we wrote our March 1 newsletter, the conflict in the Middle East was just beginning and we provided some initial thoughts to contextualize events. We understand the headlines about market volatility, market pullbacks and escalating oil prices can be jarring. I go back to this chart or ones similar to it whenever we are dealing with geopolitical events that drive the markets. One thing that is readily apparent is the upward long term trend of the market after market disru

MARKET NOTE: Taking a step back, the market run since 2023 (after the 2022 bear market in stocks and bonds) has been extraordinary. The...

July is here and we hope everyone is doing well. We wanted to write to let you know your quarterly statements for the quarter ended June...

It is already April and we hope everyone is doing well. We wanted to write to let you know your quarterly statements for the quarter...