After the Election

After the presidential election and its surprising results, I offer a brief note on the financial implications. Donald Trump’s victory will create uncertainty in the financial markets going [...]

2016 Third Quarter Client Letter

Enclosed is your Investment Report for the most recent quarter ending September 30, 2016.The S&P 500 was up 3.3% for the quarter. Virtually all of the quarterly gain in the stock market came [...]

2016 Second Quarter Client Letter

We have made it half way through the year. It has been a roller coaster ride for stocks but less so for income oriented investments. We began the year in February with a major sell off in the [...]