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Q2 Quarterly Client Update

And the beat goes on… Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class.  Continued vaccination success, massive amounts of fiscal and monetary stimulus, solid economic...

Q1 Quarterly Client Update

What a Difference a Year Makes This time last year, we were all forced to make drastic changes to our everyday lives — working from home, acting as educators to our children and grandchildren, and settling in for the unknown long-term. Fortunately, there is...

Q4 Quarterly Client Update

2020 – An unprecedented year of contrast The year 2020 will forever be marked as the year of COVID-19; a virus that saw more than 20 million infected and took more than 300,000 American lives; more than 1.5 million around the globe; a pandemic that forced the entire...

Q1 Quarterly Update

From Bull to Bear Most importantly, please know our hearts go out to all of those impacted from the COVID-19 pandemic, especially those that have fallen ill, and those who find themselves suffering during this truly unprecedented fallout. As we entered this new...