Upcoming Office Closures & Holiday Hours August 28th, 2025 As we plan for the last long holiday weekend of the quarter, kindly note that in alignment with domestic market hours, we will be closed on Monday, September 1st, 2025. Please be aware of the following...
2nd Quarter Commentary and 2025 Outlook August 8, 2025: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
Upcoming Office Closures & Holiday Hours June 26th, 2025 As we approach the holiday week, please take note of our adjusted office schedule: Friday, June 27th – Closing at 1:00 PM due to scheduled internal event Thursday, July 3rd – Closing at 1:00 PM...
Juneteenth National Holiday Hours June 17th, 2025 As we honor Juneteenth National Independence Day on Thursday, June 19, 2025, please be aware of the following schedule changes and deadlines: All U.S. equity and bond markets will be closed. Fidelity Investments will...
National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
4th Quarter Commentary and 2024 Outlook February 1, 2024: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
