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Q1 2019 Portfolio Commentary

Posted: 04/09/2019

It’s been three months? Year-end seems like so long ago since our last quarterly update and so much has changed. We last checked in ...   

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An Early Year Update - What Recession?

Posted: 02/20/2019

Wow, it’s hard to believe that Christmas Eve was just thirty-eight trading days ago. After falling for weeks from the October high, the market dropped ...   

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Q4 2018 Portfolio Commentary

Posted: 01/09/2019

It’s hard to believe just one quarter has gone by since our last report. So much has changed. Or has it? Twice, I started writing to you in December with the hopes of trying to communicate what was happening. No sooner ...   

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Q4 2018 Economic Commentary

Posted: 01/09/2019

Wall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent conflicting signals about its implementation of monetary policy normalization, to the frustration of investors. No real...   

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Market Correction - October 2018

Posted: 10/25/2018

We just finished a great quarter that brought the market back above January highs, only to see October (so far) ruin a decent year and take the major averages negative again for 2018. Unfortunately, there...   

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Market Correction - October 2018

Posted: 10/25/2018

We just finished a great quarter that brought the market back above January highs, only to see October (so far) ruin a decent year and take the major averages negative again for 2018. Unfortunately, there...   

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