April 2024 Newsletter

Quarterly Insights: Strong Fundamentals Propel Stocks to New Highs The 2023 rally continued in the first quarter of 2024 as a positive combination of stable economic growth, falling inflation, impending Fed rate [...]

April 19th, 2024|

January 2024 Newsletter

Fourth Quarter Market Commentary Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, which combined with solid economic activity and declining inflation [...]

January 22nd, 2024|

November 2nd Celebration

We've Come A Long Way Baby! Help us celebrate our fifth year in our Blue Ash office and kick off the holidays Kentucky Farm Style! [...]

October 23rd, 2023|

October 2023 Newsletter

Third Quarter Market Commentary The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation and concerns [...]

October 23rd, 2023|

July 2023 Newsletter

Second Quarter Market Commentary The second quarter began with markets still in the throes of the regional bank crisis following the March failures of Silicon Valley Bank and Signature Bank. The results were [...]

August 3rd, 2023|
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