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End of Year 2021; Outlook for 2022 Newsletter

As an investor, having perspective beyond the recent market volatility and the latest news headline is important. Let’s look back to just twelve months ago. We began 2021 with a
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Mid Year 2021 Newsletter

Hello investors and friends. We hope that you and your families are enjoying the summer season. Over the last few years, we have been distributing a newsletter in a consistent
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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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