Archive for January 2025
Tariffs
INVESTMENT COMMITTEE COMMENTARY January 2025 Equities opened the year higher as market optimism carried into 2025. For context, the S&P 500 just finished the best two-year performance period since 1997-1998 with a total return of greater than 25% for each of the last two years. While positive investor sentiment continues, another strong year for the…
Read MoreManaging Concentrated Stock Risk
Discussions of concentrated stock positions often nervously reduce to the adage: Concentrations can make you a killing, or get you killed. For those that find themselves in concentrated positions today, an attractive middle ground exists, balancing upside and wealth preservation. How did we get here? Concentrated positions are commonly accumulated through corporate equity compensation, or…
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