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News & Updates

May Chart of the Month: An Updated Timeline on Expected Interest Rate Cuts

May 1

CHART OF THE MONTH

May Chart of the Month: An Updated Timeline on Expected Interest Rate Cuts

Client Letter: 1Q 2024 Recap & 2Q 2024 Outlook

Apr 20

QUARTERLY CLIENT LETTERS

Client Letter: 1Q 2024 Recap & 2Q 2024 Outlook

April Chart of the Month: Rising Manufacturing Orders Signal Future Economic Growth

Apr 1

CHART OF THE MONTH

April Chart of the Month: Rising Manufacturing Orders Signal Future Economic Growth

Monthly FDIV Holdings Update

August 2024

June 2024

April 2024

February 2024

December 2023

October 2023

July 2024

May 2024

March 2024

January 2024

November 2023

Recent News

June 2024

Busting the myth of Social Security insolvency

March 20, 2023

Fidelity Announcement

January 2023

2022 Q4 Client Letter

April 2023

Chart of the Month: Alternative Data – Fewer Shipping Containers Arriving at U.S. Ports

March 11, 2023

SVB Failure

October 2022

2022 Q3 Client Letter

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