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
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
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
“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
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
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
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
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
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
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
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
Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More
