NAME Quarterly Commentary – June 30, 2020 The second quarter of 2020 saw a continuation of the volatility from the first quarter in the Midstream energy space. The Alerian MLP Index (Ticker: AMZ) returned +50.08%, helping recover somewhat after its return of...Read More →

Quarterly Commentary – June 30, 2020 Work from home (WFH) has now become a common everyday expression, especially in the second quarter of this year. The use of technology at home has propelled several tech stocks to market capitalizations of over $1.5...Read More →

SC Catastrophe Savings Account (CSA) Whether you are in your 1st or 20th year of living in The Lowcountry, many of us keep an eye on the calendar to that ever-approaching date of June 1st.  The beginning of Hurricane Season and we...Read More →

As new cases of COVID-19 accelerated worldwide during the quarter, the world economy came to a halt. Sudden demand-shock hit the oil market hard as countries put a restriction on travel and pushed for social distancing to combat the deadly disease. The...Read More →

May You Live in Interesting Times Investors enjoyed a wonderful 2019 with equity prices appreciating in the neighborhood of 30% while bonds rewarded investors with close to a 10% return.  We started 2020 with a strong economy, healthy corporate earnings and further...Read More →

The fourth quarter presented good performance for midstream energy and energy-related stocks. The favorable U.S-China “phase one” deal development and more clarity on Brexit improved investor sentiment… To continue reading, please select the link: North American Midstream Energy Commentary December 2019

The fourth quarter presented good performance for U.S. stocks. Trade negotiations with China improved with the probable ‘phase one’ deal to be signed in mid-January 2020. Sentiment helped the market, as well, with clarity on Brexit after the U.K. election, which led...Read More →