Relationship

I have struggled with what to say in this Quarterly Report. It seems somehow inappropriate to discuss any topic other than the virus. As I was leaving my office one day, I heard one of the CNBC talking heads say, “I’m scared to death of this virus, as I know we all are.” It hit me because I am not afraid of the virus, and I do not believe I am alone.

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Making Sense of the Markets

Statues are falling, parts of cities are being taken over, and COVID-19 is reminding us that it is still around. So, are we headed for another large selloff? Not so fast.

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First Quarter 2020

So often we are afraid of the wrong thing, because our sense of fear comes from media distortions. This crisis is a case in point.

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The heart and soul of our firm is our passion for what we do and our unique perspective on the forces that affect the markets and shape our investment decisions for your portfolios. Learn more about the thought leaders behind our commentaries and operations.

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