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Reacting Can Hurt Performance

Fall is in full swing; the leaves are changing, the air is crisp and football fans everywhere are glued to their TVs. Every year about this time, I reflect on what I have to be thankful for. My great clients, family and friends top the list. I am so grateful for the opportunity to work together towards achieving your most important long-term goals. You may be thankful that you have adopted a long-term investing perspective when you see the chart
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Quarterly Market Review Q3 2016

Click the link below to view our Quarterly Market Review for Q3 2016! The following youtube video, Making Sense of Markets, might help you follow our power point even better. Quarterly Market Review Q3 2016  

Investment Committee Briefing Q3 2016

So far this year, one of the big stories in global markets was the surprise Brexit vote in the third week of January. Conventional wisdom was that this event was a harbinger of future economic weakness and lower markets. Markets fell a bit on the news; however, as so often happens with conventional wisdom, it was quickly cast aside. By the start of Q3, the S&P 500 had almost recovered to its 2016 high levels. In the weeks that followed, the S&P 500 and several
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