12-6-18 Intelligent Investing

December 6, 2018 The past two months of slow market decline have brought our firm’s returns down, from the first of the year, to approximately -5%. The real question is: what’s causing this short-term decline in what we believe is a very long-term secular market? We...

November 20, 2018: Fourth Time is a Charm

November 20, 2018 Fourth Time is a Charm! Markets, as they occasionally do, have declined over the past month. Since early October of this year we have experienced another retest of the early February 2018 lows. This year, there have been several retests of this area...

October 25: Current Market Outlook

October 25, 2018 From October 3rd through yesterday, October 24th’s, close, the S&P 500 lost approximately 9.2% of its value. This negatively impacted the majority of our clients’ portfolios and concluded, what we believe, is the third “retest” of the February...

August 30th: A Look Ahead

A Look Ahead Since our June 8th newsletter, Anticipate the Ball, a lot has happened in our economy. In this letter I would like to discuss the import of some of the national/international news in terms of how it affects your portfolio and cover our insights on what we...

History and Peace were made today!

  History and Peace were made today!   President Trump and his team have made history in a very short period of time with the concurrence and agreement made with North Korea to completely denuclearize the Korean Peninsula. After billions of tax dollars were...

Anticipate the Ball

June 8, 2018 Anticipate The Ball When you think about it, in almost any sport the most outstanding player seems to always be around the ball. They tend to make the big catch in a football game. They tend to have the most rebounds on a basketball court. They tend to be...