Q1 2020 The Arrival of COVID-19

The Arrival of COVID-19 We hope that you, your family, and loved ones are holding up and doing well in these unprecedented times. There is no need to explain in detail what happened to the markets during the first quarter; we are all too familiar with the declines. That said, it was the worst quarter…

Q2 2019 Record Highs and a Record Win

Record Highs and a Record Win Equity markets notched another fine quarter to close out the first half of the year with gains across the board. The first six months of the year marks the strongest stock market since 1997. There are many reasons markets are hitting all-time highs: employment is strong, the economy just…

Q1 2018 Defensive Investing

The first quarter could very well turn out to be a memorable inflection point in this 10-year bull market. The broad indices ended their nine-quarter streak of positive returns, volatility returned with markets moving up or down with much greater magnitude, and the bull market leaders Facebook, Apple, Amazon, Netflix and Google are not looking…