October 29, 2020

Quarterly Market and Strategy Outlook: October 2020

Are we beginning a new economic and market cycle?  We think so! Listen to our 3rd Quarter Market and Strategy Outlook to learn more. Download our […]
October 27, 2020

Quarterly Commentary: September 2020

Quarterly Commentary – September 30, 2020 So much has happened in the third quarter that it is difficult to find a single theme impactful to the […]
July 20, 2020

Quarterly Commentary: June 2020

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 […]
April 23, 2020

Quarterly Commentary: March 2020

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 […]
March 12, 2020

Quarterly Commentary: September 2017

January 17, 2020

Quarterly 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. […]
October 16, 2019

Quarterly Commentary: September 2019

The third quarter was slightly good for the markets but September brought more volatility. Market results saw the S&P 500 gain 1.2%, although year-to-date gains of […]
July 18, 2019

Quarterly Commentary: June 2019

Climbing a Wall of Worry                                            […]