We are proud to announce that Hayden L. Blow, Research Analyst, has recently earned the prestigious Chartered Financial Analyst (CFA®) designation from the CFA Institute. Blow is a key member of the firm’s investment team, with responsibilities including research, portfolio construction and trading.
My father, Lee Butler, lived a long, meaningful life defined by his dedication to his family, his team and his clients. When he passed away on January 5, 2023 at the age of 96, my father left a remarkable legacy. An honest man of great character, he was always extremely approachable and willing to...
Like most investors, we are glad to view 2022 out of our rearview mirror. Last year, U.S. equities had their first annual decline since 2018 and their worst return since 2008. Fixed income was just as dismal and had its poorest performance in the last 50 years. The S&P 500 and U.S. Aggregate bond...