News
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Digesting the election and investment implications
It has now been just over two weeks since Donald Trump swept to a 312 to 226 victory in the electoral college, setting him up…
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From The Helm
October 2024
While there were a few fireworks during the third quarter of 2024, equity markets remained in the upward trend that we have seen all year.…
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From The Helm
April 2024
First Quarter 2024 Market Review and Outlook: The first quarter of 2024 saw the S&P 500 rise 10.6% on a total return basis to an…
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From The Helm
January 2024
2023 Year-end Market Review and Outlook: Despite a bevy of negative economic data, the highest Federal Funds Rate since the early 1980s, a regional banking…
