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October 23, 2020

Investment Summary – 3rd Quarter 2020

As the year 2020 continued on its unpredictable, and at times destructive path, the third quarter managed to push stock prices higher in the face of […]
July 3, 2020

INVESTMENT SUMMARY – 2nd Quarter 2020

Stocks around the world had a surprisingly strong second quarter, while the economic and societal healing process post the pandemic-induced recession is just getting under way. […]
May 20, 2020

Economic and Investment Forecast – March 2020

Coronavirus is on everyone’s mind with its effects being felt worldwide. The markets are extremely volatile, and we’re all concerned for the health and safety of […]
May 20, 2020

Investment Summary – 1st Quarter 2020

The first quarter finally came to a close, leaving many unanswered questions about the global health pandemic and the state of the world economy. The coronavirus […]
May 3, 2020

INVESTMENT SUMMARY – 1st Quarter 2020

The first quarter finally came to a close, leaving many unanswered questions about the global health pandemic and the state of the world economy. The coronavirus […]
April 29, 2020

Coronavirus Update – February 28, 2020

Given the volatility in the financial markets this week, we wanted to provide you an update on the current market unrest. The Coronavirus is a key […]
April 29, 2020

Investment Summary – 4th Quarter 2019

The U.S. equity market capped off a banner year in December with further strength in major stock indices. Benchmarks such as the Dow Jones Industrial Average […]
April 29, 2020

Economic and Investment Forecast – December 2019

The end of 2019 concludes an epic decade for stock investors. With this year’s equity returns close to 30%, the S&P 500 benchmark can now claim […]
April 29, 2020

Investment Summary – 3rd Quarter 2019

Financial markets were mixed in the third quarter, with major asset class performance ranging from small negative returns to incremental positive gains. The primary U.S. stock […]
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