Investment Recap

First Quarter 2019

In meetings with clients over the last several weeks, we have used the buzzword “Australia”, frankly to get people’s attention to the biggest issue surrounding our economy and the investment markets. The facts are that the Australian...

Fourth Quarter 2018

We would like to thank our good friends at Strategas Partners for reminding us of the memorable quote (during the 1960s) from legendary journalist Eric Sevareid, “the biggest big business in America is not steel, autos, or television. It...

Third Quarter 2018

The major stock market indexes moved up over 7% in the third quarter, this was before a significant correction which occurred during Wednesday, October 10th and Thursday, October 11th. Our performance did not match the big market jump but...

Second Quarter 2018

We were able to match the second quarter gain in Russell 3000 average of 3%. On the interest rate front, short term interest rates have moved up some, in line with the Federal Reserve increases in the discount rate and as an affirmation...

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