Company Update and Investment Outlook

Picture of Mark McMeans, CFA Mark McMeans, CFA : Feb 3, 2025 2:17:03 PM

Quarterly Commentary Markets
Company Update and Investment Outlook

Overview of the Client Luncheon Presentation

Our CEO, Mark McMeans, gives a recap of his 2025 Client Luncheon presentation which includes a review of the past year and a market outlook for the year ahead. 

 

Second Quarter of 2025

Second Quarter of 2025

Picture of David Shahrestani, CFA David Shahrestani, CFA: Jul 1, 2025 3:06:45 PM

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections...

Quarterly Commentary
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Understanding Tariffs

Understanding Tariffs

Picture of Guy Davis, CFA Guy Davis, CFA: Apr 9, 2025 3:07:03 PM

UNDERSTANDING TARIFFS: ECONOMIC IMPACT, RATIONALE AND CONTROVERSIES

Markets Investing
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First Quarter of 2025

First Quarter of 2025

Picture of Jonathan Reichek, CFA Jonathan Reichek, CFA: Apr 7, 2025 10:45:31 AM

Market Selloff Dear Clients and Friends, Thursday and Friday marked the 4th time in the last 50 years when the S&P 500 had a 2-day drop of over...

Quarterly Commentary
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