Q1 2024 Market Perspective Returns: [1] Summary: Government Spending: US deficit spending remains a potent economic driver, fostering job creation in government and healthcare, and stimulating a construction boom that bolsters GDP growth. Employment: Labor markets have shown resilience, maintaining unemployment below 4% and labor force participation...

A Year in Review – 2023 Summary: Markets have a unique way of compelling even the most intelligent individuals to embrace humility. The year 2023 was remarkable, featuring unexpected drama across various sectors. It is appropriate to divide the year into three distinct yet interconnected segments: technology,...

Israel-Hamas War We are heartbroken about the ongoing situation between Israel and Hamas and certainly hope for peace as quickly as possible.  Below is a summary of the ongoing conflict and our take on relevant portfolio observations.  As always, we are vigilantly monitoring the evolving situation.   On...

Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...