2nd Quarter 2020 Newsletter

Market Update Welcome back readers. For market participants, the second quarter of 2020 was one to be remembered. For advisors, implementing portfolio strategies, it has been quite exhausting. [...]

1st Quarter 2020 Newsletter

Market Update We hope this finds you well; certainly, we are in trying times. Most of us are now on lock-down and watching the news develop rapidly as the U.S economy has been nearly shut down, [...]

Market and Virus Update

In the last 7 trading days the equity markets (S&P 500) has fallen -10%. In terms of a market movement in a specified time period this is the largest since 2008. In market technical terms a [...]

3rd Quarter 2019 Newsletter

Welcome Back, Readers We apologize for the delay since our last posting as it was a busy summer. As we head into the final quarter of 2019, we want to update you on some the global macro events [...]

1st Quarter 2019 Newsletter

Hope everyone is off to a great start in 2019! 2018 was a bumpy year in the markets. Things really fizzled in late December, which brought a real downdraft moving the markets close to the -20% [...]

4th Quarter 2018 Newsletter

Volatility Returns -Jim Etten In October and the first half of November we have seen volatility return to the equity markets. Consider this, in 2017 the equity markets did not have a move of 2% [...]

Late Summer 2018 Newsletter

2018 Late Summer Market Commentary -Jim Etten How time flies! The third quarter of 2018 is underway, summer is headed to fall and school is starting in many parts of the county. It has been an [...]

May 2018 Newsletter

2018 May Broad Market Commentary The volatile 1st quarter of 2018 is in the books, and half way through the 2nd quarter of the year the theme of volatility followed by brief periods of calm [...]

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