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A Reality Check on AI

While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human history. As a species, we can’t help but want to proje...
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Market Commentary

Staying the Course

Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Do...
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Market Commentary

Searching for Opportunity

As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunitie...
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Market Commentary

Market Outlook: Proceed with Caution

Following a tumultuous end to 2018, investors welcomed strong domestic equity market performance during the first quarter of 2019. U.S. equity markets...
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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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