Featured Post Market Commentary

Was the Fourth Quarter Really Just a Glitch?

It has been reported that 90% of asset classes suffered losses in 2018. There were few places to hide, even for well-diversified investors. As we will explain, this was an unusual outcome. The losses ...
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Market Commentary

Market Outlook: Volatility Returns

The market outlook published in the June 2017 edition of this newsletter examined the relative calmness and lack of volatility, or dispersion of retur...
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Market Commentary

Market Outlook

The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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Market Commentary

Market Outlook: A Roundtrip Journey

The last market outlook I wrote for this publication was in July 2015. At that time, the S&P 500 Index, which serves as a broad stock market proxy, wa...
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Market Commentary

Market Outlook August 2015

Throughout the history of financial markets there has tended to be a high level of comfort amongst investors when prices are rising steadily. Everyone...
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Grow Wealth

Sticking to Our Knitting

Throughout the history of our firm, we have sought to make our investment philosophy and the logic behind portfolio structures transparent and underst...
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