Client Letter

The path back to normal has been bumpier than anticipated, but the U.S. economy continues to show some strong momentum.

Although the past year and a half has tested us all, there are still many reasons to be thankful.

Change is disruptive but it also brings opportunities for the next leg higher for this bull market.

Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...

Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.