Jul 20, 2020 | Newsletters
Despite troubling headlines of ongoing virus concerns and terrible unemployment numbers, the stock market pivoted direction in late March and embarked on its best quarterly performance since 1998. In our view, the biggest factor in reversing the first quarters’ deep...
May 22, 2020 | Market Commentary
We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you informed on the decision making process we are utilizing to navigate your portfolio through...
Apr 9, 2020 | Newsletters
Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for all of us. Your portfolio is bruised but not broken. Especially rough markets come along,...
Jan 24, 2020 | Newsletters
Happy New Decade! We are pleased to report you finished the year with a very strong performance. Congratulations! What’s Next in 2020? We caution against extrapolating last year’s strong performance into 2020, just as we advised against extrapolating further...
Oct 8, 2019 | Newsletters
Economic growth is chugging right along on a slow but steady path higher, supporting the positive investment backdrop. Furthermore, the Federal Reserve implemented a “midcycle adjustment to policy” by reducing interest rates in late July and, as an added insurance...
