MANAGER COMPASS
CLIENT LETTER | February 07, 2024
Dear Valued Investor, Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows that when the S&P 500...
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.
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...
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.
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.