With the recent drop in the market of ~ 7.6%, U.S. equities have fallen about 18% in the past month erasing most of last year’s rally. It’s not only the

Given the market correction over the past two weeks to coronavirus developments in the United States and abroad, we wanted to reach out to our clients and

As the corona virus threat worsens and reported cases rise globally, we wanted to reach out to communicate our take on market implications.  Extreme market

Please click here to see our latest Market Commentary and 2020 Outlook.

Click here to read our latest Market Commentary

Recently, U.S.-China trade negotiations hit an unexpected bump in the road. Whereas, entering the month of May 2019, many observers expected the bilateral

Click here to read our latest Market Commentary 

The Wall Street Journal article published here discusses the potential impact of the mid-term elections for certain provisions of the recently enacted tax

Please click here to view our Third Quarter 2018 Market Commentary.

Many of our clients are in the early stages of planning for retirement and concerned with their equity market risk during their retirement years.  We often

Please click here to review our First Quarter 2018 Market Commentary.

The market correction of ~ 10% that began on Friday and has continued into this week was long overdue and foreshadowed in our most recent quarterly market