Click to download .pdf Introduction: Many find themselves reflecting daily on the impact of the COVID-19 pandemic and we are no …
Market Overview
2019 Year End Review & Outlook
Market Overview: Quite a Year! A Pullback or More of the Same in 2020?2019 was a year for the ages …
2019 Mid-Year Review & Outlook
Market Overview: The Late Stage Bull. After a disappointing end to 2018, financial markets snapped back during the first half …
2018 Year End Review & Outlook
Market Overview: Volatility and the Return to Normal. In 2018 volatility was present and notable. We first cautioned investors on …
2018 Mid-Year Review & Outlook
Market Overview: Volatility finally presented itself and there may be more to come. In our year-end 2017 correspondence, we highlighted …
2017 Year End Review & Outlook
Market Overview: Winds of Change Delayed But Likely Coming… 2017 surpassed just about every market observer’s expectations, providing a strong …
2017 Mid Year Review and Outlook
As we stand at the midpoint of 2017 it is difficult to reconcile the historically low volatility and how exactly …
2016 Year End Review and Outlook
As we look back on 2016 there is much to consider in what seemed a tale of two halves. During …
2015 Year End Review and Outlook
The return to normal: as we consider the events of 2015, it’s important to place the details in larger context. …