Over the past month, large cap growth investments have continued their upward movement while some of the other sectors have begun to slow - and that may not be a bad thing. Investors have enjoyed most sectors being in positive, high, single, and double-digit return territory this year. Each week, as our Investment Committee talks about what we see and hear, we vacillate between appreciation that the market is doing well and wishing it would take a breath. We believe a slight slowdown to the growth we have seen year-to-date is ultimately healthy for the market. A minor pullback would allow valuations to come down and create some opportunity to buy into investments for which we have high conviction in the long term.