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    August 2024 Newsletter

    What's Going on in August? With less than two weeks left, August sees the official end of summer vacation, for the kids at least. If you’re wrapping up summer where you are, we hope you are making it count! We were certainly making August count, with attendance at industry conferences and quality time with family and loved ones. We even have some photos to share.

    July 2024 Newsletter

    Summer’s In Full Swing We hope your July was full of the best of summer, and that it included some...

    From the Desk of the Chief Investment Officer 2024

    Lessons from the Diamond: Applying Baseball's Mindset to Investing Of all the great things I love...

    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become...

    2023 Mid-Year Newsletter - Perfectly Human

    Once again, we find ourselves at the mid-point of a year. As with any point in time, not only are...

    From the Desk of the Chief Investment Officer

    Will your team win? A Story the Super Bowl Can Teach All Investors As a lifelong athlete and a huge...

    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in....

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    2021 Q1 Newsletter – Lessons Learned

    Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that...