Click here to download a .pdf of this report.Market OverviewInflation, Interest Rates and Volatility2021 was another strong year in financial …

Market OverviewFed Provides the Backstop and Markets Take Off – but Have They Rallied Too Far? The front half of 2021 …

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 …