Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023
Jeff Thompson
Chief Executive Officer | Portfolio Manager
Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023
Chief Executive Officer | Portfolio Manager
Is Dust Settling? Risk happens fast! Identifying investment regime changes and opportunity is the most important part of asset allocation....
2025 has been no stranger to volatility. In our last commentary, we warned that with high valuations and economic uncertainty (Chart 1),...
First off … thank you! Another year is in the books, and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust...
Markets are extremely momentum driven in the short-term, but over the long term are driven by fundamentals. We believe we are at a critical juncture where the short-term price action is not aligned with the long-term macroeconomics.