Investment Insights

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

September 30th, 2020

2nd Quarter Letter to Investors

July 29th, 2020

The second quarter’s strong performance for our strategies reflected massive Fed intervention (three trillion dollar expansion of balance sheet), the benefits of government programs designed to aid those most impacted by the economic shut down from the coronavirus (more than three trillion dollars), and the gradual reopening of the U.S. economy.

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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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Out of the Blue – COVID-19 Pandemic Perspective

March 24th, 2020

Reality interfered with our plans when “out of the blue,” a vicious virus emanated out of Wuhan, China in December 2019.