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CLIENT LETTER

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 | August 02, 2023

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead.

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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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