The Budget That Cut a Speaker Market Update from Walter Todd

The Budget That Cut a Speaker
Market Update from Walter Todd

Market Update It’s only Wednesday, but this week’s headlines have already been a roller coaster. In a historic first, the Speaker of the House has been ousted as a government shutdown is narrowly avoided, at least until November. In his typical,...
Debt Ceiling on the House Floor. Market Update from Walter Todd

Debt Ceiling on the House Floor.
Market Update from Walter Todd

The Debt Ceiling Deadline The headlines around the debt ceiling and a possibility of a US default have been frantic. There’s talk of a June 1st deadline and a “72-hour” rule in the House. How will the markets react? Will Congress be able to come to a...
3Q 2022 Letter from the CIO

3Q 2022 Letter from the CIO

October 5, 2022 As always, I hope this letter finds you well and enjoying the start to some cooler fall weather and college football. Given the turmoil in financial markets this year, I know that you are probably expecting me to start there, but I’m going to throw you...
2Q 2022 Letter from the CIO

2Q 2022 Letter from the CIO

July 6, 2022 Let me start by saying I hope that you and yours were able to enjoy July 4th and the long weekend. There has been no shortage of turmoil in and out of financial markets this year, but hopefully you were able to spend some time with friends and family. The...
4Q 2021 Letter from the CIO

4Q 2021 Letter from the CIO

January 7, 2022   I hope this letter finds you safe and healthy and that you were able to enjoy some time with loved ones over the holiday season. I don’t know about you, but if I never hear another letter in the Greek alphabet, that would be just fine with me....