Introduction:Many  find themselves  reflecting daily on the  impact of the COVID-19 pandemic and we are no different (https://www.visualcapitalist.com/history-of-pandemics-deadliest/). We  often reference  the quote by Tony Hsieh, CEO of Zappos, and Technology Entrepreneur, “Things are rarely as bad or good as they seem.” – especially as

Market Overview: Quite a Year! A Pullback or More of the Same in 2020? 2019 was a year for the ages but 2020 will likely be less fruitful. Last year was in about every way possible a great year for financial markets as much of

Market Overview: The Late Stage Bull. After a disappointing end to 2018, financial markets snapped back during the first half of 2019. The risks that were forecast so heavily by financial media outlets during the fourth quarter of 2018 largely went unrealized, volatility receded, and

Market Overview: Volatility and the Return to Normal. In 2018 volatility was present and notable. We first cautioned investors on the increasing likelihood for heightened volatility in our Q4:2014 Market Recap. After years of abnormally low volatility in equity markets, 2018 was a notable change

Market Overview: Volatility finally presented itself and there may be more to come. In our year-end 2017 correspondence, we highlighted the potential for market volatility and our thoughts that it would present itself in some fashion during 2018. After a strong start to the year

Market Overview: Winds of Change Delayed But Likely Coming… 2017 surpassed just about every market observer’s expectations, providing a strong year of returns for equities both here and abroad. While a pro-business climate including the potential for less regulation, tax reform and infrastructure spending were