Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and US equities. The economy looks pretty good, all things considered. Our investment research team is optimistic, more so than they have been in a long time.
Click here to download our most recent investment commentary.
Make sure to attend our upcoming investment commentary lunch and learn either in-person or via Zoom. As always, we will record it!