We hope that you enjoyed your Thanksgiving holiday. Our family appreciated quality time together, sharing turkey and good company. As we prepare for the upcoming holiday season, we send our warmest wishes for health and happiness to you and those close to you. Just as giving a gift brings joy, November’s markets offered more of a “grinchy” feel than that of joy. November was a turbulent month for major indexes; the S&P 500 dropped -5.7% from its October high—the biggest dec

We hope you are well and that your preparations for Thanksgiving are going smoothly. On another note, we deeply appreciate all those who have served or are currently serving our country—your dedication and that of your families is invaluable. Happy Veteran’s Day to all! In October, equities faced several hurdles but still achieved their sixth straight month of gains, showing resilience in the face of the government shutdown and ongoing trade uncertainty. Robust third-quarter

We hope you are doing well and enjoying the recent cooler fall days. As the leaves begin to change, we are looking forward to our annual...

We hope you're doing well and enjoying the cooler temperatures as much as we are. The arrival of cooler weather often reminds all of us...

For the month of July , the overall market indexes advanced on the strength of trade-related developments and many of the second-quarter...

We hope you are well. With the 4th of July behind us, we’re moving into the second half of 2025. It’s been a busy year for our family--...

We hope you're doing well and that you had an enjoyable Memorial Day weekend, along with a great end to May. In the May Summary, I always...

We hope this finds you well. Spring is in full swing, and in our household, this marks the beginning of "golf" season for Channing. Our...

Sitting here crafting this summary late in the evening, when the house is silent except for the snoring bulldog in the living room, I...

In February, our family officially welcomed a new "permitted" driver, as Channing obtained his permit. Having worked with many of you...

We hope you managed to get some extra sleep last night after witnessing the Super Bowl outcome. Much like the consensus before the game...

We hope you enjoyed a delightful holiday season and are having a fantastic start to your New Year! Our family had a wonderful time during...

We trust you had a delightful Thanksgiving Holiday! We certainly relished our holiday with friends, family, and an indulgent amount of...

Our annual family trip to Maine was fantastic. The weather was perfect, and we all feel that this year's excursion may have been our best...

We trust that you are in good health and have relished the past few rainless days, which we have been eagerly anticipating. Our family is...

We trust that you are doing well and enjoying the cooler temperatures as much as we are. The arrival of cooler weather always reminds us...

As we approach the end of what has been one of the warmest summers in recent memory, we trust that you are doing well. We hope that...