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 WebEx, call, or visit.
From time to time, we will send market commentary to all clients. You can find our most recent client notes on this page.
COVID-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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