Explaining Inflation
Even though the topic of inflation has been in the news for much of the last year or so, the levels of inflation we have recently seen isn’t something most current investors had previously experienced, so there is some continuing education we wanted to do as a short refresher on the subject. Click here to read more.
Value’s Rebound and the Importance of Discipline
In their most recent video, Co-CEO and CIO Gerard O’Reilly puts value’s recent performance in context and underscores the importance of investor discipline. Click here and then select ‘Individual Investor’ to watch this video.
2025 Q1 Quarterly Reviews
Here are our 2025 Q1 Market Updates. Please contact me if you have any questions.
2024 Q4 Quarterly Reviews
Here are our 2024 Q4 Market Updates. Please contact me if you have any questions.
2024 Q3 Quarterly Reviews
Here are our 2024 Q3 Market Updates. Please contact me if you have any questions.
2024 Q2 Quarterly Reviews
Here are our 2024 Q2 Market Updates. Please contact me if you have any questions.
2024 Q1 Quarterly Reviews
Here are our 2024 Q1 Market Updates. Please contact me if you have any questions.