“Leading Investors,” the 2022 3rd quarter newsletter

The year 2022 is three-quarters of the way through. Depending on your frame of mind, it’s either, “where did the time go?” or “it’s finally here.”  Just remember that time’s pendulum moves from one side to the other and it does feel that it’s swung over to the side of uncertainty and volatility. However, we know that pendulum moves in the other direction as well. Learn more in our newsletter. You’ll find Leading Investors by clicking here.

“Leading Investors,” the 2022 2nd quarter newsletter

Lloyds Trading Floor photographed on day of mass protest in London, 30 November 2011.

In these past 6-months, we have seen just about everything that has pushed portfolios and economic changes in all kinds of directions. Please consult your financial advisor or Client Services if you have any concerns or questions. Click here for our newsletter.

The Power of Outreach

We recently made a contribution to help Berkshire Bounty/Berkshire United Way to help in the distribution of much needed food throughout the area.

As mentioned to us by Jay Weintraub & Mark Lefenfield, c0-presidents of Berkshire Bounty, “approximately 14,000 pounds of nutritious organic food was distributed at sites throughout Berkshire County.” The Berkshire United Way among other non-profits worked cooperatively to make this food distribution a success!

Leading Investors: 2021 2nd Quarter Newsletter

Another 6-months to the calendar year. Where does the time go? With just 2 quarters left until the end of 2021, we’re all familiar with the challenges before us. You’ll find the 2nd Quarter newsletter, here.

2021 1st Quarter Capital Market Update [CMU]

The first 3 months of 2021 have come to pass and we’re still optimistic going forward yet cautious when looking for those opportunities that work in your best interests. For the latest Capital Market Update, please click here.

Capital Market Update-Feb 2020

The Investment Policy Committee has placed into perspective the various events taking place here and around the world. Please click here for the Capital Market Update–February 2020