November 2, 2021
October 2021 – Quarterly Letter
November 3rd, 2021 Market performance over the last three months was a bit choppy. After…
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September 13, 2021
July 2021 – Quarterly Letter
July 28th, 2021 The market continues to recover from the pandemic-induced slowdown. Earnings for U.S.…
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April 30, 2021
April 2021 – Quarterly Letter
April 30, 2021 So far, so good. The recovery that began in earnest last September…
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January 25, 2021
January 2021 – Quarterly Letter
January 25th, 2021 2020 is in the rearview mirror. Most years, turning a page on…
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October 29, 2020
October 2020 – Quarterly Letter
October 28th, 2020 Waiting for the World to Change During the third quarter, the…
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August 2, 2020
July 2020 – Quarterly Letter
July 30, 2020 It seems like the pandemic is as much a threat today as…
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May 1, 2020
April 2020 – Quarterly Letter
April 23, 2020 Worry is like a rocking chair: It gives you something to do…
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January 1, 2020
January 2020 – Quarterly Letter
February 5th, 2020 Everything worked last year. International stocks, U.S. based stocks, and fixed income…
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October 1, 2019
October 2019 – Quarterly Letter
“If past history was all there was to the game, the richest people would be…
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August 1, 2019
July 2019 – Quarterly Letter
August 1st, 2019 Congratulations everyone! You are part of the longest economic expansion in U.S.…
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