Resources

After a lackluster Q1, markets got off to a rocky start to begin the 2nd quarter with the S&P 500 declining by -8.72% and the Bloomberg US Aggregate Bond Index declined by -3.79% in the month of April bringing YTD losses to -12.…

We are excited to announce the latest fact sheets for our investment offerings are now available.  Please follow the link below to access the 3/31/2022 materials. 

As always, please reach out to either Brian Tugend or…

Q1 2022 marked the S&P 500’s first negative quarter since the COVID-19 driven sell-off of early 2020. During the first three months of the year, investors were hit with volatility from all angles, ranging from concerns over inflation and higher…