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. 

 

Timing Isn't Everything

Timing Isn't Everything

Picture of Will Porter Will Porter: Feb 12, 2025 10:52:42 AM

Timing Isn't Everything by Will Porter Inevitable as time itself, are the questions of “when do I sell?” and “when do I get back into the market?”....

Markets Investing
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Company Update and Investment Outlook

Company Update and Investment Outlook

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

Overview of the Client Luncheon Presentation

Quarterly Commentary Markets
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Fourth Quarter of 2024

Fourth Quarter of 2024

Picture of Mark McMeans, CFA Mark McMeans, CFA: Jan 7, 2025 10:24:52 AM

Business Confidence Surges Before commenting on the market, please note that we will be hosting a luncheon for our clients and friends at the Briar...

Quarterly Commentary
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