OUR PERSPECTIVE

Our Perspective


2020 Mid Year Review & Outlook

Market Overview: Fed provides the backstop and markets take off - but have they rallied too far?Significant monetary policy action by the Federal Reserve on the heels of a broad economic slowdown attributable to COVID-19 coupled with a major fiscal policy response through the passing

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April 2020 Market Bulletin

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

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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 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

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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 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

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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 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

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