by Advising Partner | Jun 1, 2026 | Monthly Note
June 2026 Investment Update Higher Ground, Thinner Air The higher you climb, the thinner the air gets. The view keeps getting better, but there is less room for error, and it pays to watch your footing. That is a fair description of where the markets stand after May....
by Advising Partner | May 1, 2026 | Monthly Note
May 2026 Investment Update A Spring that Won’t Settle Spring this year has a way of never fully committing. One day feels like summer, the next feels like winter again, and most of the time you’re somewhere in between. That’s a lot like the market environment...
by Advising Partner | Apr 1, 2026 | Monthly Note
April 2026 Investment Update When the Signals Get Noisy If you’ve ever tried to follow a weather forecast in the spring, you know how quickly things can change. One day calls for sunshine, the next brings storms, and most of the time, reality lands somewhere in...
by Advising Partner | Mar 2, 2026 | Monthly Note
March 2026 Investment Update When Headlines Move Markets, Process Guides Portfolios If the past few weeks have felt headline-heavy, that’s because they have been. From geopolitical escalation in the Middle East to renewed uncertainty around U.S. trade policy, markets...
by Advising Partner | Feb 2, 2026 | Monthly Note
February 2026 Investment Update Getting It Less Wrong: What Weather Forecasting Can Teach Us About Investing If you live in the Greensboro area, you’ve likely experienced the same frustration we have over the past two weeks: checking the weather forecast,...
by Advising Partner | Jan 2, 2026 | Monthly Note
January 2026 Investment Update Is the World Changing… or Are We Due for a Market Correction? As we turn the calendar to a new year, it’s natural to pause and take stock, not just of where markets have been, but of what may lie ahead. During a recent internal...
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