[vc_row][vc_column][vc_column_text]April 25, 2020 Dear Friends, Our heartfelt thanks go out to you for entrusting us with the privilege of going down life’s road with you during one of the most challenging economic and investing periods in recent memory.The wellbeing...
[vc_row][vc_column][vc_column_text] Quarterly Market Report: Q1 2020 COVID-19 Creates Turmoil in Markets; Treasuries and Gold Prove to be Valuable Diversifiers Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA,...
Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® April 21, 2020 World equity markets dipped lower today; the S&P 500 was down -3.0%, driven mostly by Large/Growth companies and the Technology sector. Foreign...
Market Briefing News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® April 17, 2020 US equity markets finished the week green, with the S&P 500 returning 3.0%, Dow Jones Industrial Average returning 2.3%, and Nasdaq soaring 7.6%....
[vc_row][vc_column][vc_column_text] Monthly Market Report: March 2020 Treasuries and Gold Prove to be Valuable Diversifiers Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
