July 2023 Newsletter

The firm’s most recent quarterly newsletter can be found at the link below. President Jeff Witt, CFA, CFP, CIPM, shares why the firm has remained committed to a simple fee structure that ensures we are always on the same side of the table as our clients. Then, Chief Investment Officer David Allen, CFA, CFP® discusses how the largest, tech-exposed companies in the US have driven the rally in US equity markets so far this year.