February 3rd, 2022
December 31, 2021 “There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.” -Mark Twain The fourth quarter and the year 2021 represented another year (and quarter) of growing wealth for our clients. All of our traditional and defensive strategies were positive in […]
Read more >
January 20th, 2022
2022: Our Thoughtful View “There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.” -Mark Twain A Tale of Two (Plus) Decades As we look towards 2022 and beyond, it is worth discussing each of the past two plus decades of stock market […]
Read more >
October 25th, 2021
September 30, 2021 “Quiet people have the loudest minds.” – Stephen Hawking After five consecutive quarters of robust performance for equities in general (domestic consistently outperformed international and growth stocks led most of the way), the third quarter ended with near flat performance (S&P 500 +0.6%) after giving up 4.7% in the month of […]
Read more >
October 4th, 2021
2021 thus far has been a good year for investors and the domestic economy. The post shut-down recovery has been robust and we expect that to continue into 2022. While this is good news, there are still many worries on the minds of investors. In this web seminar we will share our current outlook for […]
Read more >
July 29th, 2021
June 30, 2021 “With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.” – Carlos Slim Helu We are pleased to report that the second quarter, and for that matter year-to-date, have been very good for investors, the domestic economy, […]
Read more >