Quarterly Market Commentary

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2019 2nd Quarter Commentary: “From Fear to FOMO”

It was just over six months ago that we penned a piece about the then market sell-off, cautioning against knee-jerk ...

2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”

“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...

investment letter

2019 Q1 Investment Letter

Markets rebounded sharply from their 4th Quarter 2018 swoon. A balanced equity/fixed income investor is now flat or slightly positive ...

quarter recap

2018 4th Quarter Review: “Holidays, Goldilocks, Resolutions and Strolling Along the Laffer Curve”

In the grand scheme of things, this holiday season was probably no different from those of the past. Like many ...