March 2024 Newsletter

Spring is here… and so is the pollen!

The month of March is Women’s History Month. We want to take this opportunity to recognize Alexis, Jennifer, Viry and Elisabeth. They are each an integral part of our team, and we appreciate all they do for our team and our clients. 

February wobbled at times, but markets managed to plow through any investor reservations and log a strong winning month. It was “keep calm and carry on,” with technology and growth powering many indexes to new highs this month. All major equity indexes were in the green on the month, though we saw bonds wobble as the Fed’s path became less clear.


Have you completed all retirement account contributions prior to the 2024 deadline? Check out the key limits and dates below and reach out to our team with any questions.

Data as of close 2/29/24. Data obtained from Bloomberg, LP
Returns Listed Are Price Returns. Does not include reinvestment or payment of dividends.

With more than 30 years of financial services experience, Max has the privilege of forming close, long-term relationships with his clients. He is wise, patient, passionate, and surprisingly, technologically savvy. We are grateful for his leadership and mentorship.


  • Coffee Order: Mocha with Skim Milk
  • Favorite Lunch Spot in Diboll: Angelina County Airport
  • Dream Vacation: Alaska
  • Hobbies: Golf, Fishing and Watching/Attending Sports Events