Client Communications

Sincerely, “These are the times that try men’s souls” -Thomas Paine This letter is our third written communication to you in the last month so we will keep it succinct. Foremost, we hope you and your loved ones are well and complying with social distancing, washing hands, and staying home so that we as a […]

“Be respectful of words. They mean something” -Katherine Anne Porter The stock market return was better than average in 2019 and many clients with whom we have spoken are wondering what to expect in 2020. Investing in the stock market involves uncertainty so providing a concrete answer is impossible. However, we do gain perspective by […]

It has been fifteen months since the first tariffs were imposed on China. With another round of tariffs set to begin at the end of the month we thought it was timely to evaluate the impact the trade war is having on the overall economy and the financial markets.

“Talk is cheap. Words are plentiful. Deeds are precious” -Ross Perot When we shared with some peers that we were planning to discuss the friction between the President and the Federal Reserve and its impact on the stock and bond markets many suggested we were crazy. We’d upset someone given our increasingly polarized nation. In […]

“Life is a long lesson in humility” – J.M. Barrie Whiplash. This is exactly what investors who panicked during the fourth quarter and sold stocks experienced when the market rebounded in the first quarter. The S&P 500 peaked in September at 2,940.91 and fell 20.2% to a low of 2,346.58 on December 26. Since then […]

“Never be afraid to sit awhile and think” -Lorraine Hansberry The end of 2018 was one of the more tumultuous periods for the markets in the last decade as equities swooned and the New Year has opened with a stiff dose of volatility. The easiest response for a long term investor is “buy the dip” […]