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4th Quarter 2020 Newsletter

Market Update Welcome back readers. We hope everyone is doing well and staying healthy. Although it is not quite time for the year-end newsletter, given the difficulties of 2020 we
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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. The first
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Bonds Are Now Outperforming Stocks in Battle for Returns This Century

The leading bond-market investment benchmark’s outperformance against the S&P 500 underscores the extent of the recent carnage in the stock market. Read full article here.
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Why We Are Once Again Rescuing a ‘Safe’ Investment

The Federal Reserve is rushing to support money market mutual funds, in a disconcerting repeat of the 2008 financial crisis. Read full article here.
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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
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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
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