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

Quarterly Market Review Slides - Q3 2018   Huber Financial…

2018 Second Quarter Review Slides

2018 Second Quarter Review Slides

Second Quarter 2018 Commentary - Summer School

School is out for summer and all of the important grades have been locked in for the first half of 2018. The most recent earnings season grade for corporate America was an “A” as profit growth amongst S&P 500 companies was higher than any time since 2011 and nearly 75% of the stocks in the index beat their estimates, with a boost from lower tax bills. U.S. household wealth surpassed $100 trillion earlier this year for the first time, which means households have nearly doubled their net worth from the low in 2009. And with unemployment dropping to 3.8%, there are now more job openings than bodies prepared to fill them.

First Quarter 2018 Commentary - A Changing of the Guard

The markets make the news—the news does not make the markets.…

2018 First Quarter Review Slides

2018 First Quarter Review Slides

Market Update - This is the Normal Part

On Monday, the Dow Jones Industrial Average was down 1,175 points,…

A Glass Half Full - A Commentary on the Fourth Quarter and Year 2017

To borrow a phrase from former Yankee catcher Yogi Berra, “It’s…

2017 Fourth Quarter and Year-End Review Slides

  2017 Fourth Quarter and Year-End Review Slides