Investment Commentary

June 30, 2020

2nd Quarter 2020: It’s the Fed

It’s the Fed One of our more communicative clients has emailed me numerous times over […]
June 30, 2020

2nd Quarter 2020: Market and Economy

Market and Economy Six months into 2020, we’re seeing record highs in daily new coronavirus […]
April 5, 2020

1st Quarter 2020: After the Virus

After the Virus Things are never as good or as bad as they seem.  My […]
April 5, 2020

1st Quarter 2020: Market and Economy

Market and Economy The new year started with so much promise. The US economy had […]
March 20, 2020

Special Market Commentary: COVID-19 and the Market

Dear Clients and Friends, I hope this letter finds you well during this difficult time. […]
March 19, 2020

A Recession is Here (Probably)

This article is a revision to our previous article A Recession is Coming (Eventually). Last […]
March 12, 2020

Special Market Commentary: Market Volatility and COVID-19

Dear Clients and Friends, The Dow fell 9.99% today, the worst one-day percentage decline since […]
February 28, 2020

Special Market Commentary: coronavirus COVID-19

On Wednesday of last week (Feb. 19, 2020) the S&P 500 reached an all-time high […]
February 7, 2020

Is Now a Good Time to Invest for the Long Term?

Over the Thanksgiving holiday, I had lunch with a good friend I had not seen […]