Monthly Market Updates

The McBride Group is committed to the highest level of client contact and communication. Since we started the firm we have written every client a letter, every month, updating them on the performance of their portfolio the previous month and year-to-date. Each letter also includes our firm’s observations and comments on the performance of the stock and bond markets the previous month. Late last year, in an effort to “go green”, we offered clients the option of receiving their monthly update letter via email. To our surprise, over 80% of our clients chose the email option. Then we thought, since we already have a talented video production team, why not embed each client’s email with our market comments on video!

Past Market Update Videos

May 2022

April 2022

March 2022

February 2022

January 2022

January 2022

Our Partners

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The McBride Group, LLC

Investment Partners


Contact Info

755 Baywood Drive, Second Floor
Petaluma , Ca 94954
(707) 658-4433