Investments

Quarterly Commentary: Fourth Quarter 2020

January 29, 2021 The pandemic and its cascading effect on our lives remained front and center as we closed 2020. The 4th quarter continued in the turbulent manner that marked the entire year.... Read More

Quarterly Commentary: Third Quarter 2020

October 23, 2020 As we enter the 4th quarter of 2020, we are encouraged by progress in the economy and the markets, despite the convergent headwinds of the global pandemic, a recession, civil... Read More

Quarterly Commentary: Q2 2020

July 29, 2020 Before we delve into our quarterly commentary, we want to express our continued sympathy for those who have been affected, either directly or indirectly, by Covid-19, as well as our... Read More

Quarterly Commentary: Q1 2020

April 20, 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

Special update: COVID-19 and the financial markets

March 22, 2020 “Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”   – Warren Buffet First and foremost, we hope you and your... Read More

Quarterly Commentary: Q4 2019

January 27, 2020 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

October 31, 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

July 26, 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

April 19, 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

Quarterly commentary: December 2018

January 25, 2019 In the final quarter of 2018, the economy and the markets downshifted, as several economic cracks surfaced in areas like housing and auto loans, while concerns over Fed tightening and... Read More

Quarterly commentary: October 2018

October 23, 2018 U.S. economic growth and stock market performance for the third quarter of 2018 was more or less a continuation of the previous quarter. Strong corporate earnings helped U.S. stocks move... Read More

Quarterly commentary: July 2018

August 2, 2018 In the second quarter, we expected the economy to continue to move forward, albeit with some headwinds from the Fed’s effort to normalize rates and the general political climate. While this... Read More