Monthly Newsletters
- Timing Doesn’t Matter November 14, 2025 | Market Insights The debate regarding whether AI stocks are in a bubble has accelerated since we wrote our last newsletter on August 22, 2025, titled, “Everyone Knows It’s a Bubble.” As the headlines have proliferated, there are two... Investment Decisions
- Everyone Knows It's a Bubble August 22, 2025 | Market Insights US stocks are on a tear. The market, as measured by the S&P 500 Index, is up just over 9% YTD, recovering all the losses experienced in early April. This year’s performance comes on top of back-to-back 20%... Investment Decisions
- The Road Less Traveled March 28, 2025 | Market Insights Any student of market history can tell you about the glorious rise and fall of Cisco Systems, Inc. (CSCO) in the late 1990s / early 2000s. Over the last few years, we’ve often discussed and written about many... Investment Decisions
- The Greatest Risk to Investors August 20, 2020 | Market Insights “The greatest risk to investors is overpaying for what you own.” John Templeton John Templeton is recognized by many stock market historians as one of the greatest investors of all time. During the 38... Investment Decisions
- JUNE 6, 2020 MARKET UPDATE June 4, 2020 | Market Insights What a difference two months can make in financial markets. Since the date of our last email update, April 3rd, US stocks (measured by the S&P 500 index) are up over 25%. The massive volatility that ripped... Investment Decisions
- APRIL 6, 2020 MARKET UPDATE April 6, 2020 | Market Insights We hope that you are all staying healthy and managing through this very difficult time. There have been so many financial and economic headlines generated over the last few weeks that it’s almost as if we could... Investment Decisions
- MARCH 16, 2020 MARKET UPDATE March 17, 2020 | Market Insights Economic stress and market volatility have only intensified since our last update on March 5th. It seems as though every day that goes by, we have more questions and fewer answers with regard to the current... Investment Decisions
- MARCH 5, 2020 MARKET UPDATE March 5, 2020 | Market Insights It has been a tumultuous few weeks with regard to the stock market and news headlines. With heighted levels of volatility and uncertainty, you may be anxious about how the market developments this year will... Investment Decisions
- Where do we go from here? October 1, 2019 | Market Insights Markets: After leveling off during the summer, stock performance has accelerated over the last couple of months to record highs. US stocks, as measured by the S&P 500 index, are up 29.66% YTD on a total... Investment Decisions
- You Can’t Predict, But You Can Prepare June 1, 2019 | Market Insights Markets: US stocks are up 21.72% YTD through 9/17. Most of the growth occurred in the first 4 months of the year. The S&P 500 is only up a little over 3% since May 1st. Developed international stocks,... Investment Decisions
- Be Careful What You Wish For April 1, 2019 | Market Insights Markets: US stocks have continued to soar in 2019 with the S&P 500 up 15.61% YTD through June 17th. Coming off a disastrous 4th quarter, the first four months of the year represented the best Jan – April... Investment Decisions
- Is This Growth Sustainable? January 1, 2019 | Market Insights Markets: Major stock markets have come roaring back in early 2019. US stocks are up over 14% YTD and over 22% since the Christmas Eve market low. International stocks are right behind, up over 11% for the... Investment Decisions
