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Oct 2, 20241 min read
Market Update and Historical Drawdowns
Join Tyler and Drew as they discuss the S&P 500’s impressive year-to-date returns, driven by strong earnings growth and rising...
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Sep 4, 20242 min read
Jobs, Stocks, and Election Dynamics
As discussed in our July letter, the narrative continues around two markets: the economy and the stock market. The latter of the two has...
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Jul 10, 20243 min read
July Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Spring storm updates LVM celebrates its 37th year! Continuing LVM’s focus on online...
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Jul 2, 20242 min read
2nd Quarter Earnings Are Key
In terms of earnings, stock performance, and valuation, this continues to be a tale of two markets. The ten largest stocks by market...
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May 8, 20242 min read
1st Quarter Earnings Buoy Market
The economic and stock market backdrops have changed a bit over the past three months. Long-term inflation expectations are higher....
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