2022: Second Quarter Market Update

Change to Quarterly Market Update Beginning with this communication, I plan to reduce the length of our Quarterly Market Updates.  For the past several months we have watched the click rates and it has become obvious to us that less is more.  We know clients are inundated with information and content everywhere, so our hope […]

The Crisis at Hand – Russian Aggression and the Markets

At a time when many investors have become concerned about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe.  While the Russian annexation of parts of Ukraine dominates the headlines, it is drowning out any positive news about the actual companies we are invested in.  You are […]

Market Update

Executive Summary 2020 First Quarter Market Report Sectors see 2008-2009 Lows Most Likely a Recession in 2020 A Sliver of Gratitude This is a partial update on the market performance over the last quarter. The investment committee is in the middle of finalizing next quarter’s tactical allocations for trades that we will place in the […]