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Market & Portfolio Review

In this week’s market update, we will review our liquidity indicators across the U.S. and China to measure the degree of monetary policy support for asset prices in 2021 and what it means for client portfolios. We will also compare the current stock market environment...

Market & Portfolio Review

In this week’s stock market review, we will review our key takeaway for the week, along with a thorough performance review of the past year.  Afterward, we will unveil our key investment themes for 2021, the impact of politics on stock prices, along with a discussion...
Selling Winners

Selling Winners

Why the weak start to the new year?  In 2020 there were a number of huge winners, not with just huge gains off the March lows but with big rallies from the beginning of November into year end.  Bespoke has more on Monday’s action:  So far price action today is...
Our Final Newsletter of 2020

Our Final Newsletter of 2020

Link to our final 2020 newsletter:  https://mailchi.mp/6f889620afb1/103-ytd-our-market-focus-for-2021?e=ef5ec8d804 Note from Gary and Doug: All of our clients stayed fully invested and many added funds in March 2020 when the market tanked. Congrats to you. Our first...