Over the years, we’ve gotten to have many conversations with folks who are looking to hire a Financial Advisor. It can be an arduous and confusing process and we’ve heard from all types of people looking for different things. While we’d love to help everyone,…
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1Q 2025 Market Overview
Market Review Well that was a great way to kick off 2025! It’s safe to say that the peace and quiet is over for a bit and we’ve got some volatile markets in store for us. Regardless of who is or isn’t in office, let…
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10 Market Observations from 10 Years of Hedge Fund Investing
I (Matt) feel very fortunate that I have been able to work at some of the best hedge funds in the world. After reflecting back on my experience, I wanted to share some observations. Matt’s 10 Market Observations from the Hedge Fund World: Predicting the…
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2024 Annual Letter
“Most people think things are going to get easier…. It never gets easier. So make yourself a person that ‘handles hard well’.” – Kara Lawson, Duke coach “In this world you will have trouble, but take heart! I have overcome the world.” – John…
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4Q 2024 Market Overview
Market Review In the fourth quarter, U.S. stocks returned 2.6% to finish the year up 23.8% overall. International stocks lagged in the fourth quarter with developed market and emerging market stocks down 7.5% and 8.0% respectively. The bar chart below highlights how much U.S. stocks…
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3Q 2024 Market Overview
Market Review In the third quarter, U.S. stocks returned 6.2% and developed international stocks bounced back to earn over 8%. Emerging markets were also up 8.24% for the quarter. I can’t remember a recent time when international stocks have outperformed US Stocks. There’s always a…
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