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Our Blog: The Last Four...

  1. October 15, 2018

    Last week served as a stark reminder that equity markets, in the short term, can be volatile and present significant risk.  On October 10, the market dropped 831 points, driven by several reasons.  When taking the full three-day correction into consideration, the Dow… More >>

  2. October 8, 2018

    With the first full week of trading for Q4 2018 underway, we’d like to take this opportunity to present you with our Q4 2018 Look Ahead. For a PDF presentation, click here. For a narrated video presentation, click here. Below we’ve highlighted three key themes from… More >>

  3. October 1, 2018

    The record bull market is still handily underway and continues to be driven by strong earnings and revenue growth; which in a large part, has been driven by the much-publicized Tax Cuts and Jobs Act coming out of the Trump administration.  But after 3,493 days without a 20… More >>

  4. September 24, 2018

    As I write this post, I’m currently on a visit to one of the smallest economic engines in the European Union: Portugal.  In my opinion, speaking Portuguese is exponentially harder than speaking Spanish and that has caused me to rely on some new technology.  There is a… More >>

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The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.