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Third Quarter of 2020
Quarterly Commentary Jonathan Reichek, CFA 10/6/20 Quarterly Commentary Jonathan Reichek, CFA 10/6/20

Third Quarter of 2020

It’s quite astonishing that we were on the verge of a global depression at the end of March, and today the major US market indices are near their all-time highs…

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Second Quarter of 2020
Quarterly Commentary Mark McMeans, CFA 7/2/20 Quarterly Commentary Mark McMeans, CFA 7/2/20

Second Quarter of 2020

It was great to see so many of you at our annual dinner in February and the feedback from that event has been very positive…

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First Quarter of 2020
Quarterly Commentary Daniel Prather, CFA 4/8/20 Quarterly Commentary Daniel Prather, CFA 4/8/20

First Quarter of 2020

The first quarter of 2020 marks one of the worst quarterly performances for the broader markets since the fourth quarter of 2008…

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Schedule your complimentary strategy session with our experienced financial advisors to explore tailored wealth and investment strategies that align with your financial goals. Our team is ready to assist you in making informed decisions to optimize your future today.

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Second quarter 2025 investment recap – Brasada Capital
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