2023 ReCap

2023 ReCap

As we start the new year, let’s quickly review 2023. Investors faced many challenges last year, including elevated inflation, interest-rate hikes, geopolitical conflicts, and a slowing global economy. That said, those who were patient and rode out the volatility were...

Investment Focus | Issue 4

Investment Focus | Issue 4

The start of the year is always a good time to reflect on the previous 12 months. We engage in this process as a firm, taking a week at the beginning of January to review our plans and progress for the past year, and to map out and discuss our goals for the new year.