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    Rally Extends

    Concrete progress resolving trade disputes with China remains just out of reach and any negative news from the negotiations will likely negatively impact prices as would an unexpected turn in the impeachment inquiry. Patient, focused investors have been rewarded despite the swirl of news throughout 2019. Once the impeachment furor passes into history, we expect renewed focus on the economy’s future.

    Financial Insights

    October Commentary

    Equities have registered strong gains so far this year, despite slowing domestic and international economic growth rates as well as what can only be termed all-out war between Republicans and Democrats in the US. As we have seen ignoring the noise surrounding the political process and the press’ handwringing over each bit of potentially negative news has provided strongly positive investment returns.

    Financial Insights

    New Highs

    Patient investors have been rewarded with strong equity performance this year. Despite the preponderance of negative press concerning the US economy’s health, it is notable that as of yesterday’s new

    Financial Insights

    Quiet Markets, Political Noise

    Equities have traded in a narrow range during the first three weeks of October. In the US, economic news is being overshadowed by impeachment hearings. The failure of equity and bond prices to respond

    Financial Insights

    Q3 2019 Market Review

    Investors who have stuck with their long-term plans have been well rewarded with strong YTD equity and fixed income returns through the end of the third quarter. Discipline is sometimes difficult to m

    Financial Insights

    Political Storm Clouds

    Many elected Democrats appear determined to remove Mr. Trump from office at any cost. The President is equally adamant that he has committed no acts that justify his removal. The bottom line is that u

    Financial Insights

    Risk Appetites Growing?

    Short term price fluctuations and cherry picked statistics in the press are noise and should not tempt long term investors to abandon their discipline or plans. It is important to remember that the eq

    Financial Insights

    August Commentary

    August was on balance a negative month for global equities. Steep declines were followed closely by equally strong rallies with net change at month’s end moderately lower. Investor's focusing on their

    Financial Insights