Monthly Market Update | February 2024


We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. 

Chad’s experience and analytical prowess will be at your fingertips every month as he provides a brief overview of the latest market trends. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions. 

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