Monthly Commentary

October 2023 - US Equities vs. Developed Country Equities

October 2023 - US Equities vs. Developed Country Equities

Dear Investors and Friends, A few months ago, Mike and I wrote about equities and the long-term where we emphasized the upside potential of equities versus bonds and the implications of time horizon on our approach to asset allocation. In this month’s letter, we return to the topic of …

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