A Viral Storm – That Will Pass

A Viral Storm – That Will Pass

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,...
Best Year This Century!

Best Year This Century!

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...
Adding to Gains

Adding to Gains

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...
Climbing the “Wall of Worry”

Climbing the “Wall of Worry”

Stock and bond prices added to strong first quarter gains!  The gains were briefly interrupted in May when stock prices corrected due, in part, to several troublesome headlines.  Investor apprehension over ongoing trade battles, Federal Reserve interest rate policy,...