Granted the market had a dismal second quarter, it is not something unfamiliar to us…
See Full Report: Q2 2022 Client Newsletter
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2nd Quarter 2019
December 12, 2019
Over time, the stock market has posted returns in excess of most other asset classes but you have to endure uncertainty. Investors, naturally, want to get compensated for that bumpy […]
4th Quarter 2020
January 27, 2021
Heading into 2021, there are still some uncertainties regarding how all of moving pieces of the global economy will fit together and we certainly do have a lot to worry […]
1st Quarter 2018
January 1, 2018
Finally this market pulled back. After a record setting run to the upside with almost no downside volatility post-election 2016, this market had a negative quarter. For the record, the […]
4th Quarter 2021
February 1, 2022
A Sneak Peek Into 2022 Here are some of our thoughts on investor behaviors that should be avoided in Bull Markets. See Full Report: Q4 2021 Client Newsletter
2nd Quarter 2015
April 1, 2015
As we discussed in last quarter’s newsletter, volatility was expected. And guess what? We got it! Year to date the S&P 500 has only appreciated 0.20% on a price basis. […]
1st Quarter 2014
January 1, 2014
Considering all the hoopla and action that occurred within the stock market in 2013, the start of 2014 has been the exact opposite; NOTHING SEEMS TO BE GOING ON!! For […]