Monthly Newsletters

May Newsletter

Sell in May and go away sure sounds catchy, but you may have missed out on strong returns if you followed that ages old market heuristic this year. The tech boom powered on in May lifting the S&P 500 to all-time highs.*

^{*FactSet 5/29/2026}

April Newsletter

Just last month the messaging was to stay calm despite heightened volatility. April served as another reminder to how quickly markets can change as we ended the month back at all time highs. Just as we never want to get too negative in down markets, we must stay disciplined in good markets as well

March Newsletter

March Madness didn’t spare markets from the excitement this year. The conflict in Iran led to a very volatile month across asset classes. Despite the stress felt in portfolios, we are looking beyond headlines to underlying trendlines and fundamentals in our outlook for the remainder of the year.

February Newsletter

We believe that markets are telling a more nuanced story than the headlines suggest. While several mega-cap tech stocks struggled so far, the S&P 500 equal weight index average stock has quietly delivered strong returns through February as leadership broadens. In this edition we explore what the shift away from the “Magnificent 7” could mean for diversified portfolios and why AI headlines may be overstating near-term disruptions.

January Newsletter

2026 started very similarly to 2025 from a market perspective. International stocks haven’t cooled off and the topic everyone seems to be discussing is gold and silver. Will these trends persist all year long?

December Newsletter

While December was relatively quiet from a returns standpoint, 2025 proved to be an incredible year in markets. Several asset classes saw gains and some new areas led markets. International investments as well as precious metals put an exclamation point on their year of dominant performance.
_{Past performance does not guarantee future results, and market conditions are subject to change.}

November Newsletter

AI bubble? It’s a question I got from multiple clients this month and one financial pundits all have an opinion on. While certain AI names struggled in November, broad markets advanced. Regardless of a bubble this is a trend we could see continuing.

October Newsletter

If you’ve owned the Mag 7 you’ve been treated to incredible gains the past few years. We remain cautious that the concentration in US markets could provide a nasty trick to investors that have tossed aside diversification.

September Newsletter

While Husker fans might still be waiting to say, “We’re back.” The Fed made its move in September. Interest rate cuts are back, and markets are moving to new heights.

Why Beating the Benchmark Isn’t the Goal

Our focus is not on beating an index, but on building portfolios that we believe give clients the best chance of reaching their long-term goals.

August Newsletter

New Leader! August saw an unfamiliar asset class at the top of the performance scorecards as US small company stocks were the best performer during the month. The Fed hinting at resuming their rate cuts could continue to help these stocks into the Fall.

July Newsletter

Kids weren’t the only ones out for summer in July. The market took a break from heightened volatility that we’ve witnessed so far in 2025. We also saw the Trump tax bill get passed, extending tax cuts and relieving fears of higher tax rates in 2026.

June Newsletter

Halftime! The first six months certainly didn’t lack excitement. Early in April we sat 20% below all time highs. Despite many fears around tariffs, US markets finished the first half of the year at all time highs.

May Newsletter

April showers bring May flowers. Markets continued to rally throughout May recouping many of the early year losses.

April Newsletter

Trying to time this market? No thanks. April saw record single day volatility with the market up nearly 10% after falling nearly 20% from all time highs. A perfect real example to the risks of trying to time the market.