As autumn arrives and the colors on the trees begin to change, we prepare for Thanksgiving—a holiday that serves as a meaningful reminder of celebration and gratitude. This year, I feel especially fortunate, both personally and professionally.
Personal Reflections
At home, we’ve completed several projects that make us feel settled and comfortable. We enjoy the weather and the friendliness of our Charlotte neighbors, and being closer to our children allows us to participate more fully in their lives.
I’ve also been amazed by the travels of my family: my son vacationed in Thailand, my daughter attended a wedding in South Korea, and my oldest participated in a conference in Turkey. Though I haven’t visited these places myself, their experiences feel like part of my own journey. In a world that can often seem complex and troubling, these stories provide perspective and remind me of the kindness and connection that exist everywhere—from strangers offering directions to shopkeepers with cousins in Texas. We are far more connected, locally and globally, than we often realize.
Professional Growth
At Circa Capital, we recently launched an Advisory Board to strengthen our organization and enhance the results we deliver for clients. Travis and I are always seeking ways to improve the client experience, and during our two meetings this year, these professionals have already provided invaluable insights. Please join me in welcoming them to the Circa Capital family:
- Clement Miller, CFA – Brings years of international equity management experience at M&T Bank and co-hosts Skeptics Guide to Investing. He also served as President of CFA Society Baltimore.
- George Hauptfuhrer, CFA – Has built an extensive career at Prime Buchholz and Invesco, consulting and managing dividend strategies. He is also a dedicated volunteer with CFA Institute and CFA Society Atlanta.
- James Callahan, CFA, CPA – A seasoned high-yield credit analyst with a 20-year career at State Street.
- Marcus Sturdivant Sr., MBA – Combines life experience with a passion for financial literacy. He is actively growing his RIA business, The ABC Squared, LLC.
The Advisory Board will meet quarterly to review strategies and all aspects of our business operations. Each member brings tremendous expertise, and we look forward to channeling their insights into our best ideas.
Continuing Education
I also invite you to explore the podcast Clem and I have been producing for the past two years, Skeptics Guide to Investing. Designed for educational purposes, the podcast aims to improve financial wellness by helping listeners understand the role of stocks and bonds within their strategies. In a media environment filled with voices declaring “this is the best stock,” our goal is to provide perspective—examining how news events may influence assets and the broader economy. We welcome your feedback as we continue to refine the show.
https://skepticsguidetoinvesting.buzzsprout.com
Gratitude
On both personal and professional fronts, I am deeply thankful. To our clients, thank you for placing your trust in us. Let’s continue to approach markets—and life itself—with a spirit of gratitude.
~ Steve Davenport, CFA