Jul 6, 20233 minA Different Investment LandscapeAs we enter our company’s 36th year, we are very mindful of the significant changes in the investment world compared to the 30-year...
Jun 15, 20232 minMarket Chart Review The S&P 500 has rebounded to start the year gaining 9.6% in the first 5 months. Much of the return is concentrated in the top 10 largest...
Jun 9, 20233 minDebt Ceiling Update and Market BreadthOur previous market update letter highlighted the debt ceiling as the most recent risk, among many others, that is on investor minds....
May 2, 20233 minStock Market Continues to Climb the Wall of WorryThe stock market continues to climb the proverbial wall of worry with the S&P 500 gaining 1.5% in April after adding 7% in the first...
Apr 12, 20231 minFundamental Factors of Investing Part 4: What is the Momentum Factor? Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum...