Financial markets and the global economy are in a constant state of change. To help our clients stay current, we distribute a quarterly newsletter showcasing key trends across markets and our current outlook. Please find our latest thoughts below.
QUARTERLY INVESTMENT LETTER
April 2026: Uncertainty in the Persian Gulf, rising energy prices, cracks in the private credit market, and the continuing conversation around AI
January 2026: Another strong quarter for stocks and bonds, fiscal transition, the continued debate over AI spending, and an examination of the credit cycle
October 2025: Mixed economic news: signs of slowing growth in the labor and housing markets, rapid and continuing investment in AI, strong gains for stocks, and a benign bond market
July 2025: The looming threat of tariffs, regional conflict in the Middle East, positive returns in the stock and bond markets, major changes in tax, spending, and regulatory legislation
REGULATORY DOCUMENTS
Privacy Notice: Document that describes how MLLW protects the confidentiality and security of client information that we obtain in investment advising and wealth counseling.
Form ADV Part 2: Comprehensive brochure that provides information about the qualifications and business practices of Moody, Lynn, Lieberson & Walker, LLC.
Form CRS: Also known as the Customer Relationship Summary, outlines services offered by MLLW, associated fees and costs, potential conflicts of interest, and how to obtain more information.
