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CLIENT LETTER | MAY 01, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to...

Global Portfolio Strategy | March 06, 2024

Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year. Investors’ confidence in a soft landing remained unfettered despite the uptick in January inflation readings, while earnings season handily met...

Client Letter | March 06, 2024

Dear Valued Investor, As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend...