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To see our Market & Portfolio Strategy Review, please click HERE

2016 Year End Review & Adjustments for 2017

As of this writing, the US stock market has continued an upswing following the victory of President-Elect Donald Trump.  The stock market has embraced the notion that the businessman President will be singularly focused on the economy and that he will help drive economic growth.  Just as surprising as the Trump presidential win, was the fact that Republicans took control of both house

A Recap:  Donald Trump is now the President-Elect, ending an incredibly divisive campaign with the biggest political upset in U.S.

To see our Market & Portfolio Strategy Review, please click HERE

As we look back on the last three months, what stands out is how quiet financial markets were during the summer, despite a new government being installed in the United Kingdom (post BREXIT), an unsuccessful coup attempt in Turkey, and despite the circus freak show of a presidential campaign we have been forced to endure.  In September, market fluctuations picked up a bit, but they were spr

As the second quarter ended, investors could be forgiven for feeling bruised, battered and knocked around. In the aftermath of the Brexit vote, global financial markets initially hit the panic button only to largely recover later.

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As we review quarterly reports and discuss portfolio positioning, I like to provide some presentation slides highlighting our thinking in a visual format. If you would like to review your personal portfolio please give us a call or email to setup a meeting.

To see our First Quarter 2016 presentation slides, please click HERE

Market Review