Monthly Client Letters

View 2021 Monthly Client Letters here.
Magnified view of outside star-shaped light covered in snow

February 2022

During several conversations I have had recently, after discovering my career choice I often hear some version of this question from people: "With inflation at its highest in 40 years and Covid-19 worries still looming," or "Now that the Fed is raising rates and we have had four weeks of losses to start the year," and "Gas prices at the pump have doubled in a years’ time and if Russia invades Ukraine,"  what are you investing your clients in?

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Track with 2022 written in large white letters in the lanes

January 2022

This month’s letter will be a tad bit different. Unlike the typical media sources that are focusing on negative news stories about the latest Covid-19 and the latest political drama designed to drive a wedge between the parties, we prefer to focus on the things that are right with our country.

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