Investment Insights

2021 Investment Outlook

January 19th, 2021

2020 was a year to never forget. It started with great optimism based on record low unemployment, low interest rates, rising personal incomes, an accommodative Fed, and a rising stock market. However, early on, commencing in March, we and the entire world were confronted with a global pandemic emanating from a region in China that has foisted on us sickness and is approaching a death toll not seen for the last hundred years (other than HIV/AIDS), as well as the economic impacts of such.

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3rd Quarter 2020 Letter to Investors

October 27th, 2020

We as investors face a complex investment environment as we seek to preserve and grow our capital. We maintained our commitment to long-term investing and it proved especially prescient as for nearly all of our strategies we have not only recovered all of our capital, but have created some meaningful gains for the year after navigating a shutdown of our economy with domestic GDP falling a stunning 31% in the second quarter.

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Web Seminar: 2020 Market Update – Making Sense of the Markets

September 30th, 2020

Web Seminar: Navigating the Wealth Management Implications of COVID-19

May 26th, 2020

1st Quarter 2020 Report to Investors

April 27th, 2020

The first quarter commenced with reasonably good results for the domestic markets (following an excellent year in 2019) when “out of the blue” can the coronavirus leading to a global pandemic which has had profound medical and economic implications globally. Continue reading.

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