INSIGHTS

February 12, 2025                                          For the third consecutive year, all OppoQuest strategies outperformed their respective benchmarks.  Below is the summary of our full year’s performance:   OppoQuest Strategy YE 2025 Return* Strategy Benchmark YE 2025 Return* Outperformance / (Underperformance) GROWTH 19.83% S&P Target Risk Growth Index 16.60% +3.23% MODERATE 15.26% S&P Target Risk Moderate Index 13.38% +1.88% CONSERVATIVE 16.54% S&P Target Risk Conser

November 2, 2025 3Q25 HIGHLIGHTS                                                                      Investor sentiment toward risk-taking remained strong in the third quarter of 2025, with momentum accelerating across some asset classes. U.S. Small Cap equities led domestic markets, advancing +9.11%, nearly doubling their +4.90% gain in 2Q25. Emerging Markets equities also delivered robust performance (+10.95%), while Gold was the standout asset, surging +16.4% to close at

2Q25 HIGHLIGHTS   Risk taking returned with a vengeance in the 2 nd quarter after the Liberation Day  sell off in early April provided...

May 28, 2025 1Q25 HIGHLIGHTS   Although this letter is for reviewing 1Q25, the month of April was more impactful and so we will focus on...