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...

A Market Note was included at the end of our December 1 newsletter. The Market Notes we generally send with our newsletters are written...