April 15, 2015
April 2015 – Quarterly Letter
Slow and steady is the best way to describe market conditions for the first part…
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October 15, 2014
October 2014 – Quarterly Letter
Several of our clients have been with us for almost twenty years, and we are…
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July 15, 2014
July 2014 – Quarterly Letter
Investors have had a very good run in the five years since the Great Recession. …
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March 15, 2014
March 2014 – Quarterly Letter
The market is dealing with a number of uncertainties following an exceptionally smooth and steady…
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January 15, 2014
January 2014 – Quarterly Letter
A Year for the Record Books While we had high hopes, very few people predicted…
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October 15, 2013
October 2013 – Quarterly Letter
Maybe Mark Twain said it best... "No man's life, liberty, or property are safe while…
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July 15, 2013
July 2013 – Quarterly Letter
Stocks and bonds both marched to the beat of the Federal Reserve’s outlook. Volatility picked…
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April 15, 2013
April 2013 – Quarterly Letter
Do New All Time Highs Indicate a Top for the Market? The Dow Jones and…
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January 15, 2013
January 2013 – Quarterly Letter
The Rodney Dangerfield Bull Market 2012 was the fourth straight year of gains for the…
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October 15, 2012
October 2012 – Quarterly Letter
The MSCI Global benchmark is up more than thirteen percent year to date. Global markets…
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