by Kelly Petersen | Apr 17, 2023 | Financial Insight, Quarterly Investment Update
Another quarter is in the books and it was an eventful one to say the least. Before we get into what happened I thought I would share a chart of asset class returns for the quarter that you might find surprising. Surprised? This quarter was a great case study in how...
by Aimee | Jan 18, 2023 | Financial Insight, Quarterly Investment Update
Happy New Year! I hope you all had a wonderful holiday season with your friends and families. 2022 was a great year on a personal and professional level for many of us, but I know I’m not alone in being ready to move forward from a market perspective. While I’m eager...
by Site Administrartor node1.integrated-partners | Dec 29, 2022 | Financial Insight, Quarterly Investment Update
Financial INSIGHT I hope this letter finds you well. One of the benefits of our independence with our new company is to try to provide you with more timely information. One way I hope to do that is a quarterly newsletter with my thoughts on the market. We realize the...