Dear Clients, As we look ahead into the new year….. wait a sec, how do we look ahead into the new year? How indeed do we look into the future? I guess you could say, as it pertains to the stock market, we can look into the future by assessing the past. Suggesting that by [...]

Dear Clients, Every now and then I’ll randomly jot down a thought or idea (as it comes to me) that I think might fit this commentary. Last weekend I found myself parked on a bench at the car wash, skimming through some old musings (I typically jot them down in my phone) and decided that [...]

Dear Clients, I’m finally to the point where I must confess that this bear market feels at least as intense as any I’ve experienced. My first bear market, as a professional, was in 1987. The one-day 20%+ dive the stock market took on October 19th made 1987 one for the record books. At the time, [...]

Dear Clients, I promise to get back to more news oriented topics in the weeks ahead. But if you’ll indulge me, I’d like to offer a metaphor that hit me the other day. It’s amazing how the art of investing is much like the art of living. Just the other day I noticed, in a [...]