For our statement regarding the ever-changing coronavirus, as well as the disease COVID-19, please click here
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.
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.
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.
What a year this has been! Our 2017 4th Quarter Newsletter sums it up and can be read here.