Shane Terry |

Dear Valued Investor,

Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded

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Shane Terry |

Dear Valued Investor,

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the

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Shane Terry |

Dear Valued Investor,

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell

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Shane Terry |

March 1, 2023

Dear Valued Investor,

Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful

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