Monthly Newsletter
April 2024
March blew in like a lion for a refreshing change of pace.
The S&P 500 recently had its best weekly performance this year as the Federal Reserve (Fed) signaled that rate cuts remain on the horizon for 2024. Bond yields fell on the news as bond investors interpreted this as a signal that inflation headwinds will subside.

All my best,
Market Thoughts -
April 2024
Brad McMillan, CFA, CAIA, MAI, Managing Principal, Chief Executive Investment Officer, shares his observations for the growth in the March market activity.

Will's Snapshot of Songs On His Playlist
Here's an "in the moment" snapshot of songs that are playing in my house:

The Bird is the Word by the
Ruffled Feathers

Resignation Superman by Big Head Todd and the Monsters

Harmony by Doyle Bramhall III

Heroes by David Bowie

Strawberry Woman by Jason Isbell and
the 400 Unit

Seven Little Indians by John Hiatt

Me Too by Meghan Trainor

Soulshine by the Allman Brothers Band

On Broadway (Live) by George Benson

This is Me Trying by Taylor Swift

Please send me a song and or album you are playing and enjoying recently.
Oh, the places you should go!
Will asked you all to share your favorite places to visit and here are the results:

  • Banff Springs, Alberta, Canada
  • Copper Canyon - This amazing locale is 7 times larger than the Grand Canyon located below our states of Texas, New Mexico and Arizona.

Kurt and Tammy Enjoy
An Early Spring Break

Tammy and I took a quick trip to Florida in late February to beat the Spring Breakers. We succeeded, I think. We were in the St. Petersburg/Treasure Island area, and we took a Sunset Cruise out of John’s Pass on Madeira Beach. It was a wonderful day, but when the sunset came, it was a bit chilly, but the views were spectacular.

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Will Berigan CFP® Wealth Advisor Shamrock Wealth Management |