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OUR OFFICE WILL BE CLOSED FOR THANKSGIVING DAY

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We wish you and your family a happy Thanksgiving! Every day, we thank you for being the core of our success and look forward to a wonderful 2024. Our offices will be closed all day on Thursday, November 23rd, 2023. We will close at 1:00 PM on Friday, November 24th, 2023. We will resume normal…
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Portfolio Commentary – Q3 2023

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SUMMARY The Leading Economic Index (“LEI”) and Small Cap Russell 2000 Index Confirm Recessionary Signal Small Cap Stocks Historically Bottom During Recessions and Fed Cycles Small Cap Stock Returns are Typically Higher for Extended Periods Following Recession Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFProgramming Economics – The LEI and…
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WEALTH MANAGEMENT QUARTERLY – Q4-2023

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Q4 2023: Long, Dark Shadows Q: Allen, why title this WMQ “Long, Dark Shadows?” AG: In natural light, long shadows appear in the winter when the axis of the earth is pointed away from the sun. Halloween with its ghosts, jack-o’-lanterns, and shadows, fittingly announces winter’s approach. Beyond the solstice points, long shadows appear at…
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HAPPY LABOR DAY!

Our office will be closed on Monday, September 4th, 2023, in observance of the Labor Day holiday. We will resume normal business hours on Tuesday, September 5th, 2023. We wish you and your family a safe and healthy holiday.
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