Best Year This Century!

Best Year This Century!

Happy New Decade! We are pleased to report your diversified, high quality investment portfolio* finished the year with a very strong performance. Once again, you reached new all-time high* levels of wealth (adjusted for any withdrawals). In fact, 2019 ended up...
Adding to Gains

Adding to Gains

We are pleased to report your portfolio [1](adjusted for withdrawals) outperformed the major U.S. stock market indices, which made modest upside progress this quarter. Your portfolio once again reached new all-time highs[1]! Economic growth is chugging right along on...
Climbing the “Wall of Worry”

Climbing the “Wall of Worry”

Stock and bond prices added to strong first quarter gains and, once again, carried your portfolio[1] (adjusted for withdrawals) to new all-time highs!  The gains were briefly interrupted in May when stock prices corrected due, in part, to several troublesome...
Continued Volatility

Continued Volatility

In light of the dramatic stock market sell off we wanted to bring you up to date on our thinking. In our most recent update we reported many short-term technical market indicators had reached oversold levels and the stage was set for a stock market rebound. However,...