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Client Letter

Client Letter | A November to Remember | December 6, 2023

Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors of our time, Charlie Munger, who passed away...

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Client Letter | Staying the Course | October 4, 2023

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the time, posting an average...

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Client Letter | Statement Update | July 27, 2023

We know that market fluctuations can be distracting. Fortunately, we also know that taking the long view is a prudent approach to investing. We’re making a change to help you focus on your financial future and tune out the noise. If you receive paper statements in the...

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