Letters from Our Chief Investment
Officer

Each month, Brandon Hatton writes a letter to clients that arrives the old-fashioned way, in their mailbox. Yes, through the USPS.

These letters offer reflections on investing, markets, and life. Topics range from managing market anxiety and navigating periods of change to next-generation financial advice, long-term investing, and current market observations.

For those who prefer to read online, digital editions of Brandon's letters are available below.

latest letter

June 11, 2026

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Connection

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June 11, 2026

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Connection

June 6, 2026

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Connection

June 6, 2026

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Health