Quarterly Commentary: Q1 2020

Life disrupted! We hope this letter finds you well and in good spirits as we weather these unprecedented global events. On December 31, 2019, the World Health Organization (WHO) first... Read More

How the CARES Act can help your business

On Friday, March 28th President Trump signed the historic $2 trillion emergency aid bill known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The bill will provide... Read More

Quarterly Commentary: Q4 2019

Stock markets in the U.S. rallied in the 4th quarter capping off a strong 2019 against the backdrop of the longest economic expansion on record. The strength of the U.S.... Read More

Quarterly Commentary: Q3 2019

In the third quarter, the US economy remained on track despite ongoing weakness in manufacturing and uncertainty surrounding US-China trade negotiations. Healthy job creation, rising wages, and positive consumer sentiment... Read More

Quarterly Commentary: 2Q 2019

The first half of 2019 was mostly positive for equity markets, which recovered quite nicely from the decidedly negative fourth quarter in 2018. These favorable results are despite a highly... Read More

Quarterly Commentary: Q1 2019

What a difference a quarter can make! During the last quarter of 2018, we witnessed the return of market volatility, with equities around the globe experiencing substantial declines as the... Read More