The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS Greetings from Rochester. We hope you are off to as […]
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
The Value Connection – Q2 2023 Please click the button below to download a PDF of the most recent newsletter. […]
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of […]
The Value Connection – Q4 2022 Update From Your Advisors Today, more than usual, people are asking questions. Where are […]
Estate Planning: Get it Done! Simple estate planning is one important way to ensure your loved ones are cared for […]
Student Loan Forgiveness Student Loan Forgiveness On August 24, 2022, President Biden announced that the U.S. Department of Education will […]
The Value Connection – Q3 2022 The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of […]
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