Featured Post Market Commentary

Quarterly Insights: July 2022

There were very few places to hide during the year’s first half as both equity and fixed income markets suffered heavy losses. With companies and consumers facing the highest inflation since the early...
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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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