News
April 8, 2019
First Quarter 2019 Newsletter
The New Year is a time to reflect on past decision-making activities. It is also an opportunity to consider the inputs that will shape the investing environment ahead. Establishing a framework to make investment decisions for the upcoming year allows you to reconfirm the progress being made toward accomplishing your goals and objectives. If necessary,...
October 1, 2018
Fourth Quarter 2018 Newsletter
Expectations directly influence decision-making. It is natural for each of us to be influenced by the environment around us. Currently, strong equity markets and relatively low volatility are shaping investor’s return expectations. Periodically, expectations of the future can become detached from what is realistic. This usually occurs when an environment moves to an extreme, or...
June 28, 2018
Third Quarter 2018 Newsletter
Periodically, we believe it is important to pause and reflect on what really matters. Understanding why you place your family assets into the capital markets can be achieved with basic questions about yourself and the environment around you. Engaging in a thought exercise of question-asking allows you to cut through much of the technical terminology...
June 28, 2018
Second Quarter 2018 Newsletter
Even in the face of market volatility, the global economic backdrop remains healthy and poised for continued growth. Asset price volatility creates opportunities, especially when purchasing high quality companies with solid fundamentals that display a commitment to a growing dividend stream. The duration and severity of volatile periods are always unknown and navigating through opaque,...
January 5, 2018
First Quarter 2018 Newsletter
Strong market returns and an economic cycle entering its 9th year leave investors asking: “What should I really expect in 2018?” The search for real answers can be daunting and potentially elusive as investors sift through a myriad of data, news flow, and opinion pieces. While, meaningful signposts point to the continuation of a healthy...