2019 Fourth Quarter Review Slides

2019 Fourth Quarter Review Slides

2019 Third Quarter Review Slides

2019 Third Quarter Review Slides

2019 Second Quarter Review Slides

2019 Second Quarter Review Slides

First Quarter 2019 Commentary - A Tradition Unlike Any Other

It has often been said that if a Genie should offer to grant you one wish, you should ask where you’re going to die so as to never go there. The simple logic in that remark is more often it’s worthwhile figuring out what to avoid in pursuit of success.

2019 First Quarter Review Slides

2019 First Quarter Review Slides

2018 Fourth Quarter and Year-End Review Slides

2018 Fourth Quarter and Year-End Review Slides

A Matter of Principles

There’s no getting around it – yesterday was an ugly day in the stock market. A sea of red throughout the day that turned crimson into the close. October is certainly living up to its reputation as the worst month of the year for stocks.

Third Quarter 2018 Commentary - A Picture Within a Picture

When it comes to investing, it’s best served to check your biases at the door and simply follow the facts.  Contrary to conventional belief, U.S. equities have been historically calm over the past few months while other global equity markets have been extremely volatile.  

2018 Third Quarter Review Slides

2018 Third Quarter Review Slides