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Market & Portfolio Review

Making The Turn As COVID cases across the U.S. continue to drop and economic confidence begins to recover after a summer scare, we will discuss the implications for the client portfolios and how we have and plan to position client portfolios as we enter the fourth...

Market & Portfolio Review

Marching Through September As we enter the seasonally choppy period of September, it’s important to note that under the hood of the stock market, there are many cross-currents that investors need to consider.  While the S&P 500 and the NASDAQ are overbought, there...

Market & Portfolio Review

The Coming Oil Shortage In this week’s stock market review, we will review our long-term investment thesis in Energy. The combination of rising demand, plummeting capital investment, and the exhaustion of OPEC spare capacity is setting up the global oil and natural...

Market & Portfolio Review

Playing The Breakout In this week’s stock market review, we will provide an update on the spread of COVID Delta variant cases and whether August 14th provided that much-desired peak in COVID growth rates.  Just as important, we will assess recent economic reports and...

Market & Portfolio Review

The Importance of Growth Investing can be tricky as the long-term picture is often clouded by short-term noise in the stock market. While it’s important to understand the long-term factors that drive multi-year stock market cycles, understanding how short-term changes...