Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook  | Download PDF Here |  Key Updates on the Economy & Markets  Stocks and bonds

Client Letter | 2Q 2023 Recap & 3Q 2023 Outlook | Download PDF Here | Financial Markets Rebound in the First Half of 2023 A

Client Letter  |  1Q 2023 Recap & 2Q 2023 Outlook | Download PDF Here | Financial Markets Start 2023 Strong But End the First Quarter

The last quarter of 2022 saw U.S. Equities move higher until the end of November, only to resume downward, but still close at slightly higher

The third quarter of 2022 saw equity markets initially turn around to climb higher until mid-August only to resume their slide downward to match the

The first quarter of 2022 brought a swift change relative to 2021 as the U.S. equity market went into a brisk decline that breached into

The fourth quarter of 2021 saw the US Equity Market continue to climb, and despite a couple of relatively minor setbacks, managed to close at