Company Update and Investment Outlook

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

 

Company Update and Investment Outlook

Company Update and Investment Outlook

Picture of Mark McMeans, CFA Mark McMeans, CFA: Feb 3, 2025 3:17:03 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 11:24:52 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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The Potential Sunsetting of the Tax Cuts and Jobs Act

The Potential Sunsetting of the Tax Cuts and Jobs Act

Picture of Hooman Amiralai Hooman Amiralai: Nov 19, 2024 4:18:58 PM

The Potential Sunsetting of the Tax Cuts and Jobs Act by Hooman Amiralai There has been much discussion and speculation during the last several...

Markets Taxes
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