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  • First Quarter Investment Report – 2025

    First Quarter Investment Report – 2025

    Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…

  • Monthly Recap – March 2025

    Monthly Recap – March 2025

    MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…

  • Liberation Day

    Liberation Day

    Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…