Drawing on a decade of hedge fund investing experience, Matt shares 10 critical market observations. From managing downside risk to navigating market psychology, learn the foundational lessons that shape how we manage wealth for high-net-worth families today.
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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2Q 2024 Market Overview
Market Review In the second quarter, U.S. stocks returned 3.2% and developed international stocks were down just under -1%. Emerging markets pulled their weight and were up over 5%. U.S. bonds were flat and REITs were down -1.5% for the quarter. We’re all familiar with…
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1Q 2024 Market Overview
Market Review 1st quarter in the books. Let’s check out what transpired. U.S. stocks returned 10% and developed international stocks earned over 5%. U.S. bonds were up a hair at 0.8% and REITs were down -1.2%. While we all know this, it’s worth repeating: stocks…
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