2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
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Third Quarter 2023 Market Overview
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
Second Quarter 2023 Market Overview
Despite lingering concerns around stubbornly high inflation, slowing global growth, and regional bank failures, equity markets continued their rally...
First Quarter 2023 Market Overview
Despite market volatility in February and much of March, all major indices were positive in the first quarter, continuing the rally that began in...
Fourth Quarter 2022 Market Overview
After an exuberant 2021 that saw widespread Covid-19 vaccine distribution and some return to normalcy, 2022 was mired by a series of challenges and...






