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...

January 15, 2024 4Q24 Highlights   In one of the most counter intuitive market actions observed lately, interest rates spiked materially...

October 9, 2024 3Q24 Highlights   Risk assets roared back to life in 3Q24, driven by stunning declines in interest rates across the yield...

July 20, 2024   2Q24 Highlights   Risk assets were subdued in the 2nd quarter as interest rates rose slightly despite supportive...

April 15, 2024   1Q24 Highlights   Risk assets continued their march higher against the backdrop of having one of their best 4th quarter...

Feb 05, 2022 Federal Open Market Committee (FOMC) Chairman, Jay Powell, finally gave up on his hope that inflation pressures were...

Jay Powell, chairman of the Federal Open Market Committee (FOMC), appears to have a particular affinity to the word “transitory.” In May...