A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

Contemplating a Modest Allocation Shift in Portfolios; Trimming Microsoft on Strong YTD Gains

 July 21, 2023 |Nick Scholte

As we likely near an inflection point in interest rates, adding a modicum more bond and fixed-income exposure is being considered.

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Inflation Continues to Decline and Recession Odds Recede

 July 17, 2023 |Nick Scholte

It was a good week for the markets.

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