We wanted to send out a quick newsletter to update the current situation. To help set the stage lets visit where we have been this year. In short, the stock market has been on a major upswing this entire year. Through May 1st of this year the S&P 500 was up an astonishing 18% for the year. As we … Read more about 2019 Quarter 2 Special Update
May 2019 Special Newsletter
In our last special update at the end of April, we mentioned that the issues that were starting to bother the market were going to be around for awhile. This is turning out to be the case. The trade war with China has gone from a “deal will get done mentality” to a much more unpredictable situation … Read more about May 2019 Special Newsletter
2019 Quarter 1 Newsletter
As of the end of the first quarter all models are operating at the risk (reduced) adjusted levels we set at the end of January 2019. The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years. How can this … Read more about 2019 Quarter 1 Newsletter