April 23, 2020
Dear Valued Investor:
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach
As the battle
April 8, 2020
Dear Valued Investor:
These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United
March 24, 2020
Dear Valued Investor:
The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or
March 13, 2020
Dear Valued Investor:
Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world
March 5, 2020
Dear Valued Investor:
It’s been a tough week. The number of coronavirus cases have continued to increase globally, and new cases have been
February, 2020
Dear Valued Investor:
The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we
Dear Valued Investor:
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.
Dear Valued Investor:
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave
October 3, 2019
Dear Valued Investor:
Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now
September 4, 2019
Dear Valued Investor:
The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields
