Running with the Bull Market

Picture of Mark McMeans, CFA Mark McMeans, CFA : Sep 10, 2024 4:36:23 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. 

 

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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Third Quarter of 2024

Third Quarter of 2024

Picture of Jonathan Reichek, CFA Jonathan Reichek, CFA: Oct 8, 2024 2:49:34 PM

Dear Clients, We hope everyone had a nice summer and is starting to enjoy some cooler weather. Before we get into the quarterly letter, we have a...

Quarterly Commentary
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