3Q 2025 Letter from the CIO

3Q 2025 Letter from the CIO

October 6, 2025 “You know, we don’t—no one really knows where the economy will be….” Federal Reserve Chairman Jay Powell You know the drill by now: a quote to start us off. Chairman Powell made the one above in a response to a question at the most...
2Q 2025 Letter from the CIO

2Q 2025 Letter from the CIO

July 7, 2025 “I can calculate the motion of heavenly bodies, but not the madness of men.” Sir Isaac Newton We are just going to keep this trend going with the opening quote for the letter. The one above is attributed to Sir Isaac Newton when asked about...
1Q 2025 Letter from the CIO

1Q 2025 Letter from the CIO

January 6, 2025 “There is no normal life Wyatt, there’s just life. Now get on with it.” Val Kilmer as "Doc" Holiday I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from...
4Q 2024 Letter from the CIO

4Q 2024 Letter from the CIO

January 6, 2025 I have one life and one chance to make it count for something. I’m free to choose that something. That something –the something that I’ve chosen – is my faith. My faith demands that I do whatever I can, wherever I can, whenever I can, for as long as I...
3Q 2024 Letter from the CIO

3Q 2024 Letter from the CIO

October 4, 2024 I start this letter with a heavy heart and thoughts for all those impacted by Hurricane Helene.  While I recognize that many may still not have power and may have suffered property damage, I hope that you and your families are safe. These past few days...