October 31st, 2022
September 30, 2022 “The desire to perform all the time is usually a barrier to performing over time.” – Robert Olstein (Respected Value Investor) The third quarter continued investors’ misery with numerous markets suffering meaningful declines. Equities and bonds showed distress while housing weakened due to the Fed’s battle against inflation, as well as a […]
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September 22nd, 2022
2022 continues to be a difficult year for most markets. What could the balance of 2022 hold and what are the implications for 2023? How will elevated inflation impact the economy and the equity markets? How much higher will the Fed raise interest rates? How will the midterm elections impact equity markets? These are just […]
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August 15th, 2022
June 30, 2022 “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” -Peter Lynch (renowned investor) Equity, bond, and some commodity markets suffered sharp declines adding to woes from the first quarter. The Dow Jones Industrial Average, S&P 500 […]
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April 26th, 2022
March 31, 2022 “The most important quality for an investor is temperament, not intellect.” -Warren Buffett All major indices were negative for the quarter (including bond indices), ending the string of seven quarters of consecutive gains and leaving investors facing a complex environment to navigate Challenges, both economic and geopolitical, which were cited in our […]
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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 […]
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