Client Letter | A Clear Vision of Financial Goals | 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. Global economic growth has been...
Client Letter | Managing Volatility | March 13, 2020

Client Letter | Managing Volatility | March 13, 2020

Dear Valued Investor: Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one of its worst days in history and the...
Global Portfolio Strategy | March 10, 2020

Global Portfolio Strategy | March 10, 2020

The COVID-19 outbreak (coronavirus) roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline. Though new cases in China slowed during the month, data out of China pointed to economic contraction and...
Client Letter | COVID-19 and Oil Prices | March 9, 2020

Client Letter | COVID-19 and Oil Prices | March 9, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’...
The Bull Turns 11 | Weekly Market Commentary | March 9, 2020

The Bull Turns 11 | Weekly Market Commentary | March 9, 2020

As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today. Based on investing fundamentals, we continue to believe we’ll see a resumption of economic growth and a continuation of this bull...