9258 Wealth Management

Read our January newsletter here

January 2022 – Newsletter December Market Commentary Global stocks finished the year on a strong note, marking the third straight year of strong double-digit returns in large cap U.S. stocks, despite the challenges of a global pandemic. International stocks posted single digit returns for the year,

The December newsletter is here! We hope the holiday season finds you well.

December 2021 – Newsletter November Market Commentary Stocks started November on a solid note but sold off late in the month, with global stocks falling in the low to mid-single digit range. Another strong monthly inflation report, a potential monetary policy shift by the Federal Reserve and

You can take a look at our October newsletter here:

October 2021 – Newsletter September Market Commentary U.S. stocks entered September on a hot streak, rising for the past seven consecutive months. This streak came to an end in September as the S&P 500 declined for the month. Several issues set the tone for a weak month