2025 4th Quarter Client Letter – Positioning Portfolios for a K-Shaped Economy
Quarterly Investment Commentary
INSIGHTS & NEWS
2025 3rd Quarter Client Letter – AI Tailwinds, Hiring Headwinds, and Fed Rate Cuts
2025 2nd Quarter Client Letter – Liberation Day Volatility and the Case for a Long Term Perspective
Quarterly Investment Commentary
2025 1st Quarter Client Letter – Portfolio Strategy for an Uncertain Policy Environment
Quarterly Investment Commentary
2024 4th Quarter Client Letter – Another Year of American Exceptionalism
Quarterly Investment Commentary
2024 3rd Quarter Client Letter –Balanced Portfolios and the Fed’s Pivot
Quarterly Investment Commentary
