Author: Bryan Dooley, CFA

Over the first quarter of 2026, the LOM Equity Growth Fund declined by 2.48% as investorsbegan to price in the… Read more

After a relatively solid showing in 2025, financial stocks have lately fallen out of favor. The KBW Bank Index is… Read more

Emerging markets closed the fourth quarter of 2025 on solid footing, capping a strong year in which the asset class… Read more

Innovative companies and small cap opportunity equities delivered mixed performance over Q4; following a weak October and November markets rallied… Read more

Over the fourth quarter of 2025, the LOM Equity Growth Fund gained 1.60% as markets continued to respond favorably to… Read more

Over the course of 2025, the LOM Balanced Fund gained 10.85% as markets responded favorably to strong corporate earnings, a… Read more

Over the 2025 year, the Stable Income Fund achieved a net total return including dividends of 8.27%. During the Q4,… Read more

During 2025, the LOM Fixed Income Fund generated a return of 5.27%, benefiting from stronger demand for short to intermediate… Read more

Throughout 2025, the U.S. economy demonstrated notable resilience despite persistent macroeconomic uncertainty surrounding fiscal and trade policy. Consumer spending remained… Read more

The financial markets in the latter half of 2025 were characterized by powerful opposing forces, persistent extreme technological investment in… Read more