SEI Corrected June Statements

Dear Clients, We are aware that June SEI statements are incomplete. We contacted the custodian and they identified and isolated the issue.  They also identified a code change required that is being deployed this weekend to prevent this from happening in the future. SEI is in the process of reproducing those statements.  They will be […]

Where Do We Go From Here?

It’s hard to describe single-digit first half returns as a raging bull market, but it’s also hard to feel too negative about a six month period when U.S. Equities recorded new highs and virtually everything in your portfolio–including bonds–rose in value. Where do we go from here? The long bull market that started in March […]