Please find attached your Talbot Financial first quarter 2024 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

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2023 was a favorable year for the equity markets, as represented by a 26.3% increase in the Index. A somewhat remarkable result set against the backdrop of the fastest pace of Federal Reserve rate increases in 40-years, a regional banking crisis and an escalaing war in the Middle East. In our view, it demonstrates the resiliency of the of the broader U.S. financial system and the sustainable competitive advantages of large industry leading companies.

Please find attached your Talbot Financial third quarter 2023 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

Please find attached your Talbot Financial second quarter 2023 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

The year began with investors focused on the Federal Reserve’s aggressive policy to further increase interest rates to slow inflation. Then in early March a new issue surfaced when a liquidity crisis led to the collapse of Silicon Valley Bank. Despite these events, the stock market demonstrated its resilience as the Index increased 7.5% during the first quarter.