Monthly Performance Summary 10/7/24

Investment Commentary

Market Highlights 9/23/24

Market Update

Monthly Performance Summary 9/3/24

Investment Commentary

Current Market Dynamics

Market Update

Advocacy Wealth Management and Montag and Caldwell Join Forces

Company News

2Q24 Global Allocation Summary

Market Update

Pre-conditions remain for a pull back

Featured

Monthly Performance Summary 6/4/24

Featured

Market Highlights 6/3/24

Featured

Monthly Performance Summary 5/2/24

Market Update

Market Highlights 4/22/24

Market Update

Pre-conditions are in place for a 5-10% correction

Market Update