April 2023 - Quarterly Update

What a quarter it was with some tough headline noise…a bank failure, earnings declines, and the Fed raising rates. With all that, our diversified portfolios had a nice quarter and we picked up some gains in the international, bond, and tech areas(unexpected).   As I’ve mentioned to you in our calls and emails, this year in the 4 year presidential cycle tends to be the best and we rarely have 2 negative years in a row.  It still remains to be seen how much of a recession we will have and it’s effect on corporate earnings and the Fed’s next move.  It’s been a test of patience for all of us for nearly 18 months and our team is grateful for your long term focus. 

See this for more detail on the quarter: here


We are pleased to introduce Danielle Santerre, replacing Allison, as our new Private Client Associate.  She can be reached at dsanterre@janney.com or 404-926-2010(same number as before). She brings 24 years of banking experience from Truist and Suntrust bank. She is very active in the community and currently active with the Women’s Interactive Network with Janney. She enjoys traveling, exercising, and spending time with her family and is the proud mom to three daughters that are currently students at Florida State and Georgia Southern University.  

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