What A Difference A Quarter Makes Download the PDF In the investment world, Wall Street has been known to prey on investor’s relatively short memory of the past, but I would like to remind you of Dec 25th, 2018, barely 100 days ago.  Markets appeared to be in free fall

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.   Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the

thumbnail of Perspective on Premiums –

I found this article on the web the other day and thought it was very timely. It’s probably a 5 minute read. Enjoy! -Mike

thumbnail of Quarterly Market Review 3.31.19

Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q1 of 2019 was a great quarter. One of the best the US and much of the world has seen (especially in a long time). To see