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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

It’s something most people don’t think about until it hits the headlines, such as last year when major retailer, Target, revealed that its data base of shopper credit and debit card numbers had been breached. Yet, nearly 15 percent of the population - more than 34 million adults - has reported some form of identity theft, according to the Identity Theft Resource Center.

Market Review