Quarterly Commentary Mark McMeans, CFA Quarterly Commentary Mark McMeans, CFA

Fourth Quarter of 2023

I want to welcome the clients of GCI Investors, which recently merged into Brasada. GCI was started as a Registered Investment Advisor twenty-seven years ago with a remarkably similar mission to Brasada’s and that was to help clients achieve their investing goals by creating customized portfolios of well-researched stocks having long-term time horizons…

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Quarterly Commentary Ed Zhang Quarterly Commentary Ed Zhang

Second Quarter of 2023

As we cross the midpoint of 2023, the economy has proven itself to be much more resilient than expected. Despite the run-up in interest rates over the course of the last year and a half, consumer spending has remained strong, with shoppers eagerly spending and hitting stores and travel destinations with what seems to be a carefree spirit…

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