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July 2024: A Tale of Two Markets

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June 2024: Inflation Causing Market Volatility

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May 2024: Client Note

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April 2024: Client Note

March 2024: Client Note

February 2024: The Fundamentals

2023–>2024: A Time to Reflect and to Look Forward

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December 2023: A Year of Volatility and Surprises

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November 2023: Interest Rates May Have Peaked – Markets Respond Swiftly

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October 2023: Markets Declined 5-6% in September, US Stock Market Essentially Flat for 2023

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Richard S. Lawrence, CFA President

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2026

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