Right now, businesses are facing significant new challenges resulting from the COVID-19 health crisis. Credible, Timely, and Actionable information is hard to find. We want to make it easier…
Read MoreMuch has happened since our last interim commentary on February 27th, so we are reaching out to you with an update. We remain concerned for the health and safety of everyone close to us and around the world…
Read MoreAfter narrowly escaping a bear market heading out of Q4 2018, the S&P 500 index of large cap US stocks ended 2019 with the fifth best annual return on record since 1962…
Read MoreUS markets continued higher in the third quarter, albeit at a slower pace and with more volatility…
Read MoreMarkets climbed higher during the second quarter, albeit at a more moderate pace than the first quarter.
Read MoreAfter an abysmal end to 2018, most asset classes reversed course and have been rising steeply so far in 2019...
Read MoreIn our January 2018 commentary, we asked: “Can it get any better than this…or is this as good as it gets?”…
Read MoreWith the recent downturn and continuing volatility in US Stocks, we are reaching out to you with a mid-quarter update on portfolio performance…
Read MoreEntering the fourth quarter of 2018, most asset classes except for domestic stocks have delivered poor performance…
Read MoreMarkets remained volatile during the second quarter, with mixed performance across asset classes leading to lower returns in most market-segments than investors have come to expect…
Read MoreThe most notable characteristics of the first quarter of 2018 were the return of stock market volatility and the continuing rise in bond yields.
Read MoreOver the last two weeks, all major US and international equity indexes have declined by more than 5% from their most-recent highs.
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