Newsletters

April 2025 Newsletter

2025: THE GOOD, THE BAD, AND THE UGLY In our last newsletter, we discussed the lofty valuations, and ‘irrational exuberance’ connected to portions of the

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December 2024 Newsletter

As we close out 2024, we want to take a moment to reflect on a year marked by significant market activity and prepare for the year ahead. The 2024 U.S. presidential election concluded with a decisive
outcome but little clarity for the future policy landscape and the potential impact to investments and the broad economy

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October 2024 Newsletter

We sent 140lbs of high quality, individually portioned cat and dog food to the New River Valley Agency on Aging. For seniors and other individuals who have trouble affording to pay their own expenses and also care for their beloved animal companions, the Agency on Aging runs a food pantry specifically for pets.

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July 2024 Newsletter

AI Mania Drives First Half of Year   2023 2Q 2024 International Stocks (EAFE) +18.85% +0.68% Gold (GLD) +12.7% +3.46% US Stocks (S&P 500) +26.3%

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Spring 2024 Newsletter

BASEBALL IS BACK Last year, we held our first baseball client appreciation event with the Pulaski River Turtles, and were thrilled and surprised with the

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Plott and French in 2024

Our two-night client appreciation event at the Pulaski River Turtles games in 2023 saw an overwhelmingly positive response and huge turnout and we’re planning more

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