Company Update and Investment Outlook

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. 

Understanding Tariffs

Understanding Tariffs

UNDERSTANDING TARIFFS: ECONOMIC IMPACT, RATIONALE AND CONTROVERSIES

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First Quarter of 2025

First Quarter of 2025

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...

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Timing Isn't Everything

Timing Isn't Everything

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?”....

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