Insights

Read about the latest thinking from our portfolio managers pertaining to our business.

Dec 22, 20173 min read

The Times—Are They Changing?

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." Charles Dickens

Dec 4, 20174 min read

A Quick Note on the Tax Plan Impact

It appears likely that the new Tax Plan will be passed into law, you might be interested in a brief note as to some of its implications.

Oct 9, 20171 min read

Third Quarter 2017 Market Letter

The big story in the economy and the financial markets this past quarter was that there was no big story.

Jul 11, 20171 min read

Second Quarter 2017 Market Letter

More of the Same. The political, international and economic trends that have been in place, continue unabated. We have seen:

Apr 11, 20171 min read

First Quarter 2017 Market Letter

During the first quarter of this year, stocks continued their upward march, to the surprise of many investors.

Feb 9, 20173 min read

Perspectives

Never in the past 40 have I experienced a time when the political climate so dominated the investment discourse.

Jan 6, 20171 min read

Fourth Quarter 2016 Market Letter

Once again the equity markets surprised investors, with the Standard and Poor’s 500 Stock Index rising 11.96% for the calendar year 2016.