Third Quarter of 2024
Dear Clients, We hope everyone had a nice summer and is starting to enjoy some cooler weather....
Third Quarter of 2024
Second Quarter of 2024
Market Reflections If the story of 2023 was the “Magnificent 7” then there is a strong argument to...
First Quarter of 2024
2023: Lessons Learned Last year can best be characterized as a year of surprising resilience....
Quarter 4 2023: Preferred Securities Update
Amidst the backdrop of rising interest rates, we wanted to provide an update on our preferred...
Third Quarter of 2023: Global Uncertainty
Our annual client meeting will take place on the evening of February 22, 2024, at the Briar Club in...
Second Quarter of 2023: Not a Broad-Based Rally
Market Review As we cross the midpoint of 2023, the economy has proven itself to be much more...
First Quarter of 2023
The first quarter of 2023 was looking like a small reprieve from 2022. Silicon Valley Bank then had...