Our Investment Committee has been meeting over the last couple weeks to rebalance all client portfolios as we have done over the last 20 years.  I wanted to share with you some of the highlights and notes of our what and why: We expect to see volatility over the coming year with the election, potential…

Read More

It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year just ended, but over the last two years. I can do it in two sentences: In 2022, the Dow, the S&P 500 and the Nasdaq 100 experienced peak-to-trough declines of…

Read More