March 13, 2020
Dear Valued Investor:
Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world
March 5, 2020
Dear Valued Investor:
It’s been a tough week. The number of coronavirus cases have continued to increase globally, and new cases have been
February, 2020
Dear Valued Investor:
The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we
Dear Valued Investor:
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.
Dear Valued Investor:
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave
October 3, 2019
Dear Valued Investor:
Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now
September 4, 2019
Dear Valued Investor:
The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields
The terms bull and bear market are used to describe how stock markets are doing in general—that is, whether they are appreciating or depreciating in value. At
August 5, 2019
Dear Valued Investor:
This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical
Dear Valued Investor:
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the
