Q3 2024 in Review

2024 continues to deliver S&P 500 performance driven largely by the growing risk of technology sector concentration, and we would like to share a brief video with Tim Nyland that provides a comprehensive look into our market views and portfolio positioning throughout Q3 of 2024.

Q2 2024 in Review

In the second quarter of 2024, the market’s robust performance exceeded expectations, driven by a handful of technology stocks. This short video featuring Tim Nyland provides an in-depth overview of our market perspectives and portfolio strategies for the second quarter of 2024.

Q1 2024 in Review

It’s been an eventful quarter, and we would like to share a brief video with Tim Nyland that provides a comprehensive look into our market views and Stable Earning™ portfolio positioning throughout Q1 of 2024.

2023 Year End Review

It’s been an eventful year, and we would like to share a brief video with Tim Nyland that provides a comprehensive look into our market views and portfolio positioning throughout 2023.