2018 Was Truly an Unusual Year for Markets
A surprising winner for the top asset class in 2018 Earnings grew, yet market prices declined Seasonal holiday trading patterns did not pan out You can read about our outlook for 2019 in the Investment Newsletter. In the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history. Read more ➝
October Volatility Update: Near-Term Caution, But Looking for Opportunity
We wanted to give you a brief update on your investments since our last client letter to you. As you might recall, we took risk down in your portfolio(s) in August. Since then, we have made some further adjustments to become more defensive. Market volatility has returned, and prices have corrected accordingly, particularly in equities. Read more ➝