June 2023 Monthly Market Update

Steve Latham, CFA, CFP® | Chief Investment Officer

In this June market update, Steve Latham, our Chief Investment Officer, discusses how large and mega-cap stocks have outperformed smaller ones in the S&P 500 in recent history.

Steve Latham, CFA, CFP® | Chief Investment Officer

In Steve's role as Chief Investment Officer, he strives to make the financial markets' complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve's background using stocks, bonds, mutual funds, ETFs, and alternatives investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.

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June 2023 Monthly Market Update

Steve Latham, CFA, CFP® | Chief Investment Officer

Steve Latham, CFA, CFP® | Chief Investment Officer

Schedule a Quick 15-Minute Call

Schedule a Quick15-Minute Call

Learn why you may be able to retire earlier than you think.

Learn why you may be able to retire earlier than you think.

Schedule a Quick
15-Minute Call