3rd Quarter 2019 Commentary

3rd Quarter 2019 Commentary

  The year so far – from Jan. 1 to the end of the third quarter of 2019 – has basically been a continuation of the average markets for the last decade. Emerging Markets are up almost 5%; Developed Markets outside the US are up about 11% and the US market is up about...
2nd Quarter 2019 Commentary

2nd Quarter 2019 Commentary

The “News” Cycle Has Compressed To 10 Seconds – The Time It Takes To Read A Tweet.  Trump (45) has finally figured out a way to keep the eyes and ears of the financial press (and the fears and dreams of the public) with him at all times.  How you ask? ...
Client Letter March 29th, 2018 : Conflicts of Interest

Client Letter March 29th, 2018 : Conflicts of Interest

Client Letter March 29th, 2018 : Conflicts of Interest They are ubiquitous. They are in every interaction… in every human relationship… in every transaction. We can’t name them all. They aren’t even all bad, but it is good to know they are there as they are often...
Client Letter: January 20, 2018

Client Letter: January 20, 2018

Dear friend, Although you just opened a holiday card from me with a heartfelt note and happy pictures of both my work and home families, I feel the need to reach out to you yet again as 2018 begins. A few thoughts have been quietly knocking at the back of my head for...