Dear Clients,
It’s a genuine pleasure to report to you on the progress of our portfolio and even more important, on our financial plan during the first seven months of 2024. I ask that we first remember a handful of what we regard as timeless truths about enduringly successful wealth management. Then we can proceed to some more current observations.
Dear Clients,
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year that just ended, but over the last two years.