Our Newsletter Our Newsletter

Unbeknownst to many investors, many financial advisors don't write their own newsletters. They rely on others to formulate the thoughts and opinions they send out to clients. Our newsletter, on the other hand, is written by us, for our clients, and is designed to reflect what they are holding and why they are holding it. We feel it's an important way to empower existing clients while building trust with new clients. Below are our three latest newsletters with short excerpts.


April 2019: Much of the markets sharp reversal from the Christmas Eve lows can be attributed to increasing optimism in U.S.-China trade talks and a sharp reversal in the Federal Reserve’s monetary policy stance. But not everything is rosy... Download Newsletter



March 2019: While this negative news about earnings may be a catchy headline, it’s important to point out that there is a major difference between a short term decrease in corporate earnings and an all-out economic... Download Newsletter


Feb 2019: However, opportunities persist in terms of rotating out of areas where economic conditions have changed. For example, inflation remains low, gold is up, and oil seems stuck near $55 a barrel... Download Newsletter


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