31 Mar 2020

1st Quarter Newsletter 2020

Investment Commentary – We are living through an extraordinary period in history that none of us will ever forget. The impact on our families, communities, and country has been profound. While several weeks ago we had reason for cautious optimism The United States and world are now facing the dual threats of a health crisis […]

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31 Dec 2019

4th Quarter Newsletter 2019

Market and Performance Recap – Our portfolios generated strong returns over 2019, a bullish year for nearly all financial markets. The positive broad-based returns marked a dramatic and welcome turnaround from 2018, a year in which nearly all asset classes faltered. This year’s surprising returns and march toward all-time highs were fueled by a U-turn […]

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