Quarterly reviews
January 2021
Changing with the Distance
This year has been greatly affected by COVID-19 as consumers and business owners have adjusted their behaviors and made accomodations to their lives during the pandemic. To insulate the economy from the impact of the virus, central banks around the world…
October 2020
Hope Springs Eternal
The United States presidental election is foremost on the minds of investors. It is likely that the pace of legislative change will provide enough time for corporations and individuals to absorb the changes. Investors can take solace in the Constitution, which inherently provides checks and balances…
July 2020
Searching for Visibility
In the second quarter, we experienced one of the most dramatic stock market rebounds in history. Since falling to its low on March 23rd, the S&P 500 index subsequently rebounded over 30%. There were several factors which combined together provided the rationale for investor enthusiasm. The Federal Reserve’s actions of lowering interest rates…
April 2020
Investing During Turbulent Times
During the past 10 years, investors have placed a high priority in achieving above average performance on their investments. Performance, for most, was measured against the Standard & Poor’s 500 Index. The S&P 500 Index experienced a significant increase…
January 2020
Less Is More
The past 3 years have witnessed a resurgence in the US economy as well as a continued increase in the US Stock Market. The major theme of the advance has been fostered…
October 2019
Investment Management is an Art not a Science
The US economy continues to grow with indications that the growth will persist into 2020 and possibly beyond. The US economy has transitioned from one based on manufacturing to a service…
July 2019
KISS: Keep It Simple Stupid
US government economists along with economists in academia and banking are projecting a slowdown in the growth of the US economy. The Federal Reserve is also concerned that the growth in the US economy will slow in the months ahead. As a result…