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HAPPY MEMORIAL DAY!

Our offices will be closed on Monday, May 29th, 2023. We will resume normal business hours on Tuesday, May 30th, 2023. On this important day, as we commemorate those we have lost in military service to our country, we wish you and your family peace and prosperity.
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WEALTH MANAGEMENT QUARTERLY

Q2 2023: Transitioning Q: Allen, why title this WMQ “Hemlines, Lipstick, & Economic Transitioning?” As I have detailed in several of our WMQs, economic and social trends are correlated. Economic recessions and sluggish economies impact consumer behavior differently than robust economic expansions. In addition, social, fashion, and technology trends are frequently set by younger generations,…
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Portfolio Commentary – Q1 2023

SUMMARY Back to Basics – Inflation, Bills, Bonds, and Stocks Silicon Valley Bank, Currency Risk, War, and Other Client Concerns The need for diversification Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFBack to Basics – Stocks, Bonds, Bills, and InflationInflation has been defined in the economics literature as a general…
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