QUARTERLY INVESTOR LETTERS
March 2024
Market pre-occupation with Fed policy persisted through the First Quarter. One CNBC commentator claimed Fed policy debates consume ten of fourteen hours of daily airtime.
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December 2023
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September 2023
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June 2023
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December 2023
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September 2023
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June 2023
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March 2023
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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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