by admin | Jan 13, 2021 | Quarterly Announcements
Quarterly Commentary Q4 2020 What’s Good is Bad, and What’s Up is Down A friend of mine used this expression in a conversation with me yesterday, and I realized it captured a lot about 2020. It not only correctly characterizes the sentiments behind the...
by admin | Oct 19, 2020 | Quarterly Announcements
Q3 2020: If You Don’t Have Anything Nice to Say, Don’t Say Anything at All My mother used to say, “if you don’t have anything nice to say, don’t say anything at all.” Alternatively, we do think we have nice things to report about our management in the 3rd quarter of...
by admin | Jul 30, 2020 | Quarterly Announcements
Q2 2020: Not Out of the Woods Yet Before we delve into the 2nd Quarter review, we are pleased to announce that we have recently expanded our practice to include Betsy Brennen, CFP®. Betsy is a former colleague from Alex. Brown & Sons, and she has been a good...
by admin | Apr 14, 2020 | Quarterly Announcements
Q1 2020: The New Normal WHAT HAPPENED? World economies already in slow growth mode and now many of them are pushed into a recession. Stock valuations started the year at unprecedented levels and had further to fall when COVID-19 took over. Bond yields were low at the...
by admin | Jul 12, 2017 | Quarterly Announcements
Second Quarter 2017 Commentary 2nd Quarter 2017 Investment Commentary The United States economy looks better than it has in a long time. The U.S. GDP was somewhat slow in the first quarter at 1.2%. We think the second quarter growth might be closer to 2.5%. Generally...
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