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CLIENT LETTER | January 03, 2024

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.

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CLIENT LETTER | December 12, 2023

Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key...

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CLIENT LETTER | November 01, 2023

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopoliticaluncertainty can overshadow the positives, there are things to be thankful for.

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Client Letter | July 05, 2023

Looking back on the first half of 2023, it’s probably fair to say the outcome has been a bit better-than-expected for the stock and bond markets, especially compared to 2022’s tumult.

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