Newsletter Q2 2024

Our focus on navigating the markets during this election year may prove to be more challenging at times. However, as discussed in past pieces, election year results typically have little impact on long-term investment returns. Instead, we are specifically focused on any significant White House policies that could impact or interrupt any longer-term theses we might have in play, especially in hotly contested topics such as healthcare policy, spending priorities like renewable energy and defense, and anticipated tax policy changes.