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Client Letters

First-hand examples of communications we send directly to clients sharing our pulse on the markets.

Client Letter – October 2023

Market Results The third quarter of 2023 was a bit of a disappointment from a market perspective.  Both stocks and bonds were down, in a quarter that felt more like 2022 than 2023.  The S&P 500 was down -3.27% for the quarter but remains up +13.07% YTD.  International markets were down -4.71% but are up

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Client Letter – July 2023

Market Results The second quarter of 2023 was another good one from a market perspective.  A clear turnaround from what we saw during 2022.  The S&P 500 was up a very strong +8.74% for the quarter and 16.89% YTD.  International markets were up +1.87% for the quarter and 9.66% YTD.  Emerging markets were down slightly

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Client Letter – April 2023

Market Results The first quarter of 2023 was a pleasant one compared to what we’ve been dealing with for the past year.  The S&P 500 was up +7.50% for the quarter and YTD.  International markets were up +7.65% for the quarter and YTD.  Emerging markets were up a bit less at +3.54% for the quarter

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Client Letter 2022 Q3

Q3 2022 Market Results The third quarter was another rough one for the markets.  The S&P 500 was down -4.88% and down -23.87% for the year.  The S&P 500 set a new YTD low on September 30.  International markets were down -9.33% for the quarter and down -26.96% YTD.  Emerging markets were down -11.42% and

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