Insights &
Market Updates
An intelligent investor is an informed investor
From the Desk of Jeff DeLarme
Timely insights from Jeff DeLarme, CFA, CFP®
Archived Insights & Updates
October 2023
Wealth Briefing: September 2023
September 2023
August 2023
July 2023
Publication: 2Q 2023 Market Review
June 2023
May 2023
April 2023
Publication: 1Q 2023 Market Review
January 2023
Publication: 2022 Annual Market Review
Publication: 4Q 2022 Market Review
October 2022
Publication: 3Q 2022 Market Review
July 2022
Publication: During Market Volatility, Consider Roth Conversions
Publication: 2Q 2022 Market Review
May 2022
April 2022
Publication: 1Q 2022 Market Review
October 2021
Publication: 3Q 2021 Market Review
August 2021
July 2021
Publication: 2Q 2021 Market Review
April 2021
Publication: 1Q 2021 Market Review
January 2021
Publication: 2020 Annual Market Review
Publication: 4Q 2020 Market Review
October 2020
Publication: 3Q 2020 Market Review
September 2020
Wealth Briefing: September 2020
July 2020
Publication: 2Q 2020 Market Review
June 2020
May 2020
April 2020
Publication: 1Q 2020 Market Review
March 2020
February 2020
Wealth Briefing: February 2020
January 2020
Publication: 2019 Annual Market Review
Publication: 4Q 2019 Market Review
November 2019
Wealth Briefing: November 2019
October 2019
Publication: 3Q 2019 Market Review
July 2019
Publication: 2Q 2019 Market Review
April 2019
Publication: 1Q 2019 Market Review
January 2019
Publication: 2018 Annual Market Review
December 2018
Wealth Briefing: December 2018
October 2018
Publication: Pursuing a Better Investment Experience