QUARTERLY INVESTOR LETTERS
March 2025
The S&P 500 continued its post-election rally until peaking mid-February as trade and policy uncertainties began to weigh on investor sentiment. Through the end of
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December 2024
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September 2024
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June 2024
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December 2024
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September 2024
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June 2024
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March 2024
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Market Updates
Financial Analysis of Roth Conversions
In our opinion, there is no “one size fits all” recommendation with regard to Roth conversions. For certain clients, a Roth conversion could be
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Home Affordability and The Convexity of Housing
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Pandemics & Paradigms
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Primer on NPV, IRR, & DCF
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Home Affordability and The Convexity of Housing
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Pandemics & Paradigms
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Primer on NPV, IRR, & DCF
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Humans v. Machines, Part III
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