January 26th, 2015
This report on the Fourth Quarter will be brief as, by now, you should have received our annual thought piece: The Longer-Term Investor – 2015 and Beyond. It contains our view of the future and describes many aspects of the investment landscape confronting the longer-term investor, some of whom might be thinking about evacuating from […]
Read more > January 12th, 2015
“Wars are not won by evacuations.” – Winston Churchill As we enter the New Year, many investors are facing a fog of investment war caused by their fear of the recent record levels of the equity markets, the latest spike in volatility, and an increasing uncertainty of how to face the future. Investing is a […]
Read more > October 31st, 2014
States and an international coalition commenced an air campaign against an extreme Muslim self-proclaimed caliphate in Iraq and Syria. If that was not enough, the first cases of Ebola reached our shores. This puzzling (and at times terrifying) picture has left no safe haven-where one can earn a return after inflation and taxes without taking […]
Read more > July 30th, 2014
“Success is not final, failure is not fatal: it is the courage to continue that counts.” – Winston Churchill The second quarter of 2014 was a successful one for our clients. All of our defensive and traditional equity strategies achieved new highs following record-setting domestic equity markets (certain international markets remain below record levels), bond prices […]
Read more > May 6th, 2014
“Discipline is the bridge between goals and accomplishment.” – Jim Rohn, American entrepreneur, author, and motivational speaker The first quarter of 2014 resulted in equity markets, on average, being about flat and the market for long-term Treasuries rallying with yields declining. We expected to give something back temporarily in equities. At the same time, to […]
Read more >