Posts tagged Quarterly Commentary
Q1 2019 | Portfolio Commentary

If you tried to time the market at the end of 2018 by selling your long-term portfolio and going to cash, the solid bounce back of the market in the first quarter of 2019 would have been humbling. Conversely, those who remained invested in our models witnessed an aggressive rally since the start of the year and have seen their portfolios fully recover from 2018 and then some.

Read More
Q2 2018 | Portfolio Commentary - Income

2018 has been a wild ride thus far. The S&P 500 index, which measures the aggregate value of the 500 largest publicly traded companies in the US was up 7% by the end of February, only to abruptly shed 10% of its value.  After such a smooth 2017, volatility reemerged with a vengeance.  We started fielding calls such as “is it time to get out of the market?,” and “What is happening to NAFTA?” and “What are you guys doing about President Donald Trump?”   

Read More