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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...
Never Forget

Never Forget

The Falling Man Do you remember this photograph? In the United States, people have taken pains to banish it from the record of September 11, 2001. The story behind it, though, and the search for the man pictured in it, are our most intimate connection to the horror of...
Business Has Never Been Better

Business Has Never Been Better

The lede:  “There has never been a better time to start a company.” a16z led their announcement of a $400 million seed fund by making that claim. I’ve spoken to more founders in the past 6 months than I have in the past 6 years. Something big is happening. Covid...

A Weak September Should Not be a Surprise

From Bespoke:  “As just about everybody knows at this point, September is a seasonally weak time of year for the equity market, and the gauges from our Stock Seasonality tool below illustrate this trend. Over the last ten years, the week following the close on 9/3 has...

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...