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Stock Market Commentary– February 2025

February 12, 2025 by Jonathan Soden, Managing Partner

“The four most dangerous words in investing are: this time it’s different.” – Sir John Templeton After a very good 2024 for many investors, January

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 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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