Category: Letter exerpt

  • Posted January 31, 2024

    Excerpt Quarterly Letter – January 2024

    2023 turned out to be a relief for investors after a very difficult 2022 in both the stock and bond markets. To put the last two years in perspective, it is important to remember that approximately 22 million jobs were lost during the worst times of Covid.  Though it took a while, the economy finally…

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  • Posted January 27, 2023

    Client Letter January 2023 Excerpt

    As we head into 2023, the economic and investment headwinds of 2022 are largely still in place. The difference now is that we are further along in declines and also there is the possibly the economy can shift to become more market friendly late in the year. Even though the economic and investment horizon is…

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