Download PDF here Market Overview: The Return to Normal2020 was certainly unique.  While the COVID pandemic impacted nearly every aspect …

Download PDF here Market Overview: Fed provides the backstop and markets take off – but have they rallied too far?Significant …

Click to download .pdf Introduction: Many  find themselves  reflecting daily on the  impact of the COVID-19 pandemic and we are no …

Market Overview: Quite a Year! A Pullback or More of the Same in 2020?2019 was a year for the ages …

Market Overview: The Late Stage Bull. After a disappointing end to 2018, financial markets snapped back during the first half …

Market Overview: Volatility and the Return to Normal. In 2018 volatility was present and notable. We first cautioned investors on …

Market Overview: Volatility finally presented itself and there may be more to come. In our year-end 2017 correspondence, we highlighted …

Market Overview: Winds of Change Delayed But Likely Coming… 2017 surpassed just about every market observer’s expectations, providing a strong …

As we stand at the midpoint of 2017 it is difficult to reconcile the historically low volatility and how exactly …

As we look back on 2016 there is much to consider in what seemed a tale of two halves. During …