Investment Recap

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...

First Quarter 2018

The first quarter started strongly in January with market gains of 7%. Beginning in February markets experienced much higher volatility and nervousness; the quarter ended in a loss of less than 1%. Our performance was 1% below the market...

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