June Webcast

With the economy back on track, we consider the prospects of inflation, market valuation, and the potentially increasing taxes.

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April 2021 Commentary

Executive Summary The U.S. economy is primed to rally. Coupled with other factors, upward pressure will likely be applied to the yield of the 10-year Treasury Bond, a barometer for long-term risk-free rates. We suspect the potential rise in rates could take a couple of years to play out though may be substantial, possibly exceeding…

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March Webcast

As the number of Coronavirus cases drops the economy is poised to grow. Meanwhile investors need to consider the threat of rising interest rates and a high market valuation. We discuss these topics and more in this webcast.

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January 2021 Market Commentary

Despite a wrenching year of political, pandemic, and economic upheaval the stock market (S&P 500) returned +18.4% in 2020. This is nearly double its long-term 15-year average of +9.6%.  Indexes like the S&P 500 are size-weighted meaning much of the performance is driven by the largest names. This year the ten largest names returned 34%…

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2019 Commentary & Webcasts

Read our newsletter:  November 2019 Commentary Read our newsletter:  July 2019 Commentary Read our newsletter:  April 2019 Commentary Read our newsletter:  January 2019 Commentary

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2018 Commentary & Webcasts

Read our newsletter:  October 2018 Commentary Read our newsletter:  July 2018 Commentary Read our newsletter:  April 2018 Commentary Read our newsletter: January 2018 Commentary

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2017 Commentary & Webcasts

Read our newsletter:  October 2017 Newsletter Read our newsletter:  July 2017 Newsletter Read our newsletter:  April 2017 Newsletter

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2016 Commentary & Webcasts

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2015 (and prior) Commentary & Webcasts

Read our newsletter: January 2016 Newsletter   Read our newsletter: October 2015 Newsletter Read our newsletter: July 2015 Newsletter Read our newsletter: April 2015 Newsletter Read our newsletter: January 2015 Newsletter Read our newsletter: October 2014 Newsletter Read our newsletter: July 2014 Newsletter No webcasts were produced at this time. Read our newsletter: April 2014 Newsletter Read our newsletter: January 2014 Newsletter Read our…

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