News
January 3, 2022
First Quarter 2022 Newsletter
January is the time when market pundits and economists offer projections and estimates for the upcoming year. Inevitably, most attempts at predicting the future fall short. Knowing the unknown is impossible. Since economic and market forecasting are inexact sciences, we approach this time of year differently, by asking “What Matters and Why?” This thought exercise gives...
September 30, 2021
Fourth Quarter 2021 Newsletter
Investing is a journey during which investors are on an unending quest for answers. While many answers are elusive, a continual thought exercise of question-asking allows you to better understand the potential influences on market pricing. Currently, two of the more critical questions on investors’ minds are related to inflationary pressures and the potential economic...
June 29, 2021
Third Quarter 2021 Newsletter
What a difference the passage of time makes. The midpoint of 2021 is a stark contrast to the challenging environment the global community faced a year ago. We were learning a new lexicon that included social distancing, contact tracing, case counts and trying to “flatten the curve.” Today, vaccine rollouts, economic re-openings, dramatically improved health...
March 26, 2021
Second Quarter 2021 Newsletter
One year has now passed since COVID-19 began to exert its influence on the global economy, creating deep scars across the landscape. An economic recovery is underway because of extensive support measures implemented by the Federal Reserve and Congress. Despite the COVID-19-generated challenges, stocks touched all-time highs at the end of last year. As stocks...
January 4, 2021
First Quarter 2021 Newsletter
In 2020, COVID-19 deeply tested the global community as we attempted to wrap our collective arms around the human, economic and financial impact of the virus. The extent of the damage the virus would unleash was unknown as people everywhere embraced a new reality of social distancing, isolation, testing, and trying to flatten the curve....