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Our Blog: The Last Four...

  1. July 15, 2024

    How to Cope with Shocking Events and Your Portfolio. I have often called Presidential election years the ‘Silly Season.’ All the posturing, political speech, and empty promises make for a cynical consumer. However, things got serious this season. The attempt on former… More >>

  2. July 8, 2024

    We are entering the phase of the economic cycle where things can look and feel a little painful. Yet equity returns can act in a counterintuitive manner. Let me explain. The recent jobs report suggested that the labor market was in good shape. However, when you look at… More >>

  3. July 1, 2024

    Overall equity markets rose in the second quarter, with the S&P 500 gaining 3.92% as investors have been digesting a mix of economic data points, including signs of a cooling labor market, receding inflation, as well as an evolving Fed policy outlook as the U.S.… More >>

  4. June 24, 2024

    With the upcoming Presidential Debate taking place this week and party conventions around the corner, election season is kicking off. The amount of anxiety around the outcome will be increasing as November approaches. Policy and personality differences will take the… More >>

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The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.