Shane Terry |

May 7, 2020

Dear Valued Investor:

Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression

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Shane Terry |

April 23, 2020

Dear Valued Investor:

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach

As the battle

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Shane Terry |

April 8, 2020

Dear Valued Investor:

These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United

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Shane Terry |

March 24, 2020

Dear Valued Investor:

The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or

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Shane Terry |

March 13, 2020

Dear Valued Investor:

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world

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Shane Terry |

March 5, 2020

Dear Valued Investor:

It’s been a tough week. The number of coronavirus cases have continued to increase globally, and new cases have been

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Shane Terry |

February, 2020

Dear Valued Investor:

The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we

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Shane Terry |

Dear Valued Investor:

Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has

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