July 9, 2020

The second quarter of 2020 will go down as one of the best quarters in the history of the stock market.  The unprecedented and swift recession that was “self-inflicted” by government responses to COVID-19, the world over, bottomed during the quarter and stock markets s...

April 14, 2020

As we write this quarter’s Investment Climate, hunkered down under orders from authorities to “shelter in place” in an attempt to “flatten the curve” of the COVID-19 virus outbreak, we can only describe the current investment climate as unprecedented.  We have already...

January 8, 2020

The year 2019 ended with strong price increases for major markets in the United States and capped off a very good year overall with large company stocks outperforming their smaller counterparts when comparing indices based on company size.  

Interestingly, while small a...

October 15, 2019

The investment climate in the third quarter of 2019 was marked by significant volatility but little net progress in overall market averages driven by an economy showing signs of slowing down.  The result was that the average large stock moved a little higher, small sto...

January 9, 2019

What a difference one quarter makes!  In our last Investment Climate (October 2018), we wrote that we “…certainly expected a sizeable correction in the markets…”.  Lo and behold, we got one!  Now in our fourth decade of professionally managing portfolios and having bee...

October 4, 2018

We continued to see significant and broad-based gains in our growth strategies over the last quarter and have significantly surpassed the returns of the overall market averages, which have had pretty nice runs themselves.  Given this increase in company values, and the...