When we look back pre-2020, we’ll think of that period of time as pre-Coronavirus. Today all that is certain is the uncertainty that moves from one day to the next. However, we still find opportunities in uncertainty as we’ve done through the years. Click here.
For our statement regarding the ever-changing coronavirus, as well as the disease COVID-19, please click here
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
It has been quite a year and for that matter, a decade as well .
To that end, the Investment Policy Committee has their observations and comments ready for your perusal.
This is our largest newsletter as it’s filled with other articles and comments we think you’ll find interesting and helpful. Click here for the latest Leading Investors .
The Investment Policy Committee recently completed their summary of markets in this edition of Leading Investors.
Half the year has already come to pass and in that time we’ve seen a hodge podge of volatility, trade war rhetoric, a Federal Reserve increase–the first since 2015–and continued expansion of the US economy. But for how long?
The most recent Capital Market Update can be found here. The Investment Policy Committee has provided a juxtaposed perspective suggesting caution as well as optimism for the global market at large.
Half the year has come to pass with 2 more quarters to come. Market commentaries and other news can be found in our most recent newsletter. You’ll note on the front page, we’ve been selected by Financial Times as one of the top registered independent advisors in the country. For the 4th straight year, we’re honored to be recognized on the FT300. Please click here.
December 2018
We’re aware of the volatility and swings involved, yet in spite of the negative aura, we still remain focused on the fundamentals. Click here for the most recent commentary.
April 2019
The first quarter of the year has been a bit of a see-saw. Our portfolio managers on the Investment Policy Committee has an overview in their Capital Market Update commentary.
