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Empowering Prosperity

A Boutique Multi-Family Office

Lasting Legacy

Wealth is complex. You need an experienced team to help simplify it.

A Guiding Path

You deserve advice from an experienced team. We believe it takes collaboration, intellect, and intentionality to serve your family. We go beyond managing your money so you can get back to what matters most.

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Market Experience

Insights - News & Market Perspectives

10.04.24

Market Perspectives — September 2024

Onset of Fed rate cutting cycle propels stocks higher in September.

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09.18.24

Market Perspectives – FOMC Action

Review of FOMC Action by Turtle Creek's Chief Market Strategist David Spika

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09.04.24

Market Perspectives — August 2024

Soft landing optimism allows stocks to erase early August meltdown.

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08.14.24

Market Perspectives — July 2024

Rotation out of Magnificent 7 causes stock market volatility in July.

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08.13.24

David Spika discusses the markets, the Fed and earnings on CNBC’s “Power Lunch”

Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC with Mike Santoli to discuss the markets, the Fed and earnings. Click to Watch

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08.05.24

Market Update — August 5, 2024

Our View of the Stock Market Correction

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