2024 Annual Letter

Much like the rise of a gladiator in the arena, the S&P 500’s performance in 2024 was impressive to watch. For the second consecutive year, the S&P 500 returned 25%+, while setting 57 new all-time highs.

Tips for Preventing Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While my firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information.