Outlook 2021 December 3, 2020 Dear Valued Investor: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover, but other [...]

A Letter To Our Clients October 1, 2020 Dear Valued Investor: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of [...]

A Letter To Our Clients June 30, 2020  Dear Valued Investor: The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take [...]

A Letter To Our Clients June 4, 2020 Dear Valued Investor: As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and [...]

A Letter To Our Clients May 21, 2020 Dear Valued Investor: “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and [...]

A Letter To Our Clients April 2, 2020  Dear Valued Investor: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle with COVID-19 rages on, and the [...]

A Letter To Our Clients March 18, 2020  Dear Valued Investor: Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. [...]

A Letter To Our Clients February 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic [...]

A Letter To Our Clients February 6, 2020Dear Valued Investor:The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off became more difficult after the [...]