by Michele Cocchiglia | Mar 11, 2025 | Insights, News
Actively Managed, Gold Makes a Portfolio Shine Gold as a hedge against a U.S. default The Trump Administration Ushers in a New Monetary Era Believing that the new president’s actions will be limited to trade and will not affect global finance, particularly the... 
by Charles Gueriteau | Jan 17, 2025 | Insights
Quarterly investors letter – Q4 2024 Market review A Stellar Year for Markets: 2024 in Review 2024 was a year of remarkable returns across most asset classes, treating investors to a performance well above long-term norms. Gains were widespread, and... 
by Charles Gueriteau | Oct 8, 2024 | Insights
Quarterly investors letter – Q3 2024 Market review The unusual leadership ranking of asset classes, whether due to the election year or a pivotal moment in Federal Reserve monetary policy, remains perplexing. The Fed’s decision to cut rates by 50 basis... 
by Charles Gueriteau | Jul 4, 2024 | Insights
Quarterly investors letter – Q2 2024 Market review It is highly misleading looking at equity returns in Q2 and year-to-date to conclude the investment environment was an easy ride. Indeed, market-cap weighted equity indices outperformed other asset... 
by Charles Gueriteau | Apr 3, 2024 | Insights
Quarterly investors letter – Q1 2024 Market review The strong momentum from the last two months of 2023 carried into 2024. The S&P 500 rose 10.2% in Q1, the best start to the year since 2019 and the 14th-best since 1926. Gains were broad-based, with... 
by Charles Gueriteau | Jan 22, 2024 | Insights
Quarterly investors letter – Q4 2023 Market review The narrative for much of 2023 was that a handful of mega-cap tech stocks were masking underlying weakness. For parts of the year, it was an accurate description. By early November, the median...