First Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Even […]
News & Noteworthy
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Investment Update
Fourth Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. After a year […]
Third Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. As capital […]
Second Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. “There are […]
First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter 2025 […]
Fourth Quarter, 2024
Click here for a printable version of the Investment Update. To listen to our Q4 2024 Investment Update, follow and […]
Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
Second Quarter, 2024
Click here for a printable version of the Investment Update. Equity index returns were strong through the first six […]
First Quarter, 2024
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Fourth Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Third Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
