Quarterly Client Letter – Q1 2026

Tuesday, January 20, 2026

As we begin 2026, it’s a natural time to reflect on the past year and look ahead. While headlines and forecasts will inevitably compete for attention, we believe lasting success comes not from predictions, but from reinforcing timeless investing lessons and staying grounded in sound planning. This quarter’s letter shares those perspectives, along with important updates as tax season gets underway.



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