Blog
We work with a wide variety of clients – some enjoy regular market updates while others prefer to keep their thoughts elsewhere while we handle the investment details. Clients who want regular updates connect with us via video conference, phone call, or office visit.
From time to time, we will send market commentary to all clients. You can find our most recent client notes on this page.
Defensive by Design
We are writing to share an update on the current market environment and the steps we have taken within your portfolio. We want to walk you through our thinking and make sure you have a clear picture of where things stand.We Were...
Read MoreFestive Markets, Thoughtful Positioning
Festive Markets, Thoughtful Positioning As we approach the beginning of the holiday season, we want to take a moment to pause, reflect, and share an update on the economy, markets, and what it means for your accounts. This time of...
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Tactical Risk Reduction: Israel/Iran Conflict
If you have not seen the recent events, Israel launched preemptive attacks against Iran last evening. Israel struck targets throughout Iran, including nuclear facilities, air defense systems and other military targets. Israel also...
Read MoreNavigating the Recent Market Pullback
Current State of the Markets With the recent market pullback making headlines, we wanted to take a moment to address any concerns or doubts you may have. Market pullbacks are a natural part of the business cycle, and while they may...
Read MoreTaming the Turbulence: How we Prepped for This Market Swing
We began hedging the portfolios last December as market expectations and economic data were not aligning. Coming into 2024, the market expectation was 6-7 rate cuts by June, which we felt was overly aggressive given the economic data.
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Portfolio Update: Risk Reduction Near All Time Highs
Portfolio Update We recently reduced the overall risk in your portfolio, taking some gains off the table and placing them on the sidelines to have dry powder ready for new opportunities. In this brief video, we break down the reasons...
Read MoreNavigating 2024: Staying Balanced
Greetings, and I trust the new year is treating you well. As we embark on the journey through 2024, it's essential to keep a close eye on prevailing trends and market conditions that shape our economic landscape. Let's delve...
Read MoreRinging in the New Year -- 2023
First of all, welcome to 2023. We hope this letter finds you and your family doing well. We want to reflect a bit on 2022 and step through some of the nuance that is involved in a projection for 2023. Let’s jump right into...
Read MoreTactical Trade at the September Lows
In volatile markets we use some specific charting tools, referred to as technical analysis, to identify opportunities and risks within the market. On September 27th, we made a tactical decision to increase our clients’ position...
Read MoreNice to Meet You 2022, Now Let's Get Real
The financial markets are off to quite a tumultuous start so far in 2022; nonetheless, we hope this note finds you and your family living well. We reserve our commentary on this particular section of our website for dramatic...
Read More2021 -- Finding the Right Opportunities for this Environment
There is plenty to discuss as we write this article, but before we jump into our market commentary we would like to begin with a quick personal note… We want to extend a sincere THANK YOU to each of you. We are grateful for the...
Read MoreCOVID-19 and Your Portfolio
In our investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...
Read MoreTactical Risk Reduction Amid Rising Conflicts
We write this amid an increase in global tensions. We have already made an adjustment this morning to reduce risk within our managed models. We have the tactical capability to make these types of reactions, and various factors play a role..
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Trade Disputes, Market Volatility, and Your Portfolio
During the past week, stock prices dropped sharply on fears the trade dispute between the U.S. and China had escalated. Investors woke to the news on Monday, August 5, that the People’s Bank of China had manipulated its currency...
Read MoreHigher Expected Earnings Available at a Lower Price -- What Do We See for the Year Ahead?
Happy New Year! We hope you have enjoyed the holiday season and that this year brings happiness, health, and good fortune your way. Given the recent market moves, we want to share some updated thoughts with you at this time. In October...
Read MoreVolatile Markets -- What Should You Do About It?
Given the recent market volatility, we want to share some thoughts and advice with you. Fundamental economic data appears strong but there are a few items that we are following closely. Ultimately, we want to help you understand how...
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