Monthly Market Update | March 2024


We are thrilled to share our monthly market update featuring our Portfolio Manager, 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. 

Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions. 

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