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.
Ringing 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 More
Tactical 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 More
Nice 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 More
2021 -- 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 More
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 More
Tactical 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..Read More
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 More
Higher 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 More
Volatile 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...Read More