Shane Terry |
At the midpoint of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a
Shane Terry |

May 7, 2020

Dear Valued Investor:

Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression

Shane Terry |

April 23, 2020

Dear Valued Investor:

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach

As the battle

Shane Terry |

April 8, 2020

Dear Valued Investor:

These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United

Shane Terry |

March 24, 2020

Dear Valued Investor:

The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or

Shane Terry |

March 13, 2020

Dear Valued Investor:

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world