Investment Recap

Last year was clearly a wonderful year for stocks. The best gains, however, were concentrated in a narrow group of technology stocks and the largest ten stocks by market-cap, now comprise 40% of the market index. These conditions remind us...

Amidst the backdrop of two front-page, destabilizing wars as well as an alarmingly contentious Presidential election cycle, stocks resumed their positive momentum during the 3rd Quarter. Our stocks were up over 7% for the quarter,...

In the First Quarter of this year, we noted a broadening stock market with more groups and individual stocks participating to the upside. This healthy development came to a halt in the 2nd quarter. The upward market momentum was focused on...

This year’s 1st quarter saw a continuation of the October rally in stocks and the market averages were up approximately 10%. Subsequently, we are experiencing a market correction due to somewhat higher than expected CPI inflation numbers...