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Quarterly Commentary

1st Quarter 2022 Commentary

Russia’s reprehensible invasion of Ukraine on February 24th was one of the most significant geopolitical events in recent memory. The markets were certainly not insulated from this disruption, as volatility spiked while investors tried to anticipate the financial effects of the conflict. Investors wrestled with how the world would react to a reduced amount of ... Read More

4th Quarter 2021 Commentary

3rd Quarter 2021 Commentary

2nd Quarter 2021 Commentary

1st Quarter 2021 Commentary

4th Quarter 2020 Commentary

3rd Quarter 2020 Commentary

2nd Quarter 2020 Commentary

1st Quarter 2020 Commentary

4th Quarter 2019 Commentary

3rd Quarter 2019 Commentary

2nd Quarter 2019 Commentary

1st Quarter 2019 Commentary

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    • Who We Are
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  • Wealth Management
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    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates