Running with the Bull Market

Picture of Mark McMeans, CFA Mark McMeans, CFA : Sep 10, 2024 3:36:23 PM

Markets
Running with the Bull Market

Discussing 2024's Bull Market and Low Volatility

Our CEO, Mark McMeans, is always thinking about the markets and our clients. While traveling through Pamplona, he reflects on this year's bull market, the unusually low volatility that we've experienced and how we can use those two forces to help our clients achieve their investing goals. 

 

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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