Second Quarter 2025 Commentary & Outlook

Second Quarter 2025 Commentary & Outlook Dear Clients, I hope this letter finds you well, and that your summer is going well. First, for those who don’t know me, this is Alec Campbell. I know that you are used to hearing from Zandy each quarter, but as our company...

Q4 Commentary, 2024

So, You Wanted Some Action – 4th Quarter Commentary 2024 For a fourth quarter chock full of holidays, the stock market was a very lively place. October was a relatively slow month, but all the buzz and excitement of the post-election results inspired positive returns...

Q3 Commentary, 2024

Third Quarter of 2024 Commentary: Thank You, Federal Reserve!  As you might imagine, bonds, utilities, and some REITS put in solid performances, thanks very much to the fight against inflation by the Fed. The rate cut of 50 basis points showed that the Federal Reserve...