Market Reports

Stock Market Commentary: September 2024

January 14, 2025 by Jonathan Soden, Managing Partner

“Stay humble or the market will do it for you.” – Todd HarrisonAugust, what we have observed to be a month that can be hard on investment returns,

Stock Market Commentary: August 2024

January 14, 2025 by Jonathan Soden, Managing Partner

“The point of investing, after all, is not to have a great story to tell; the point of investing is to make money with limited risk.”- Seth

Stock Market Commentary– July 2024

July 8, 2024 by Jonathan Soden, Managing Partner

“You can't predict. You can prepare.” - Howard MarksJune was a mixed month for equity investors. Large cap indexes continued their upward assent as

Stock Market Outlook 2024

January 12, 2024 by Jonathan Soden, Managing Partner

As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised

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