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Quarter 2, 2018 Newsletter

  • July 2, 2018
French critic Jean-Baptiste Alphonse Karr’s famous quote, “the more things change, the more they stay the same,” rang true in the 2nd quarter of 2018.  Despite the return of volatility to the markets in 2018, after an unprecedented year of…
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Quarter 1, 2018 Newsletter

  • April 2, 2018
It looks like Isaac Newton’s observation under the apple tree can be applied to the stock market as well as to fruit: What goes up must come down (at least a little bit).  After a strong January concluded an unusually…
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Cyber Security Newsletter

  • February 16, 2018
Cyber security has become a giant topic over the last couple of years.  With all the different companies talking about breaches of client information, we often forget about all the individuals that could potentially have their own cyber breach.  With…
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February 2018 Market Update

  • February 9, 2018
During the past week, we have seen some wild swings in the market.  A number of factors have likely contributed to this spike in volatility, including:   We are long overdue for a market correction.   Investors are concerned that…
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Quarter 4, 2017 Newsletter

  • January 5, 2018
Our past three quarterly letters have discussed the reasons why the stock market continues to do well. As we enter 2018, none of these reasons have changed in any meaningful way. Corporate earnings growth continues to be strong and will…
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Quarter 3, 2017 Newsletter

  • October 2, 2017
The Golden Century is the name of the period in Dutch history between 1600 and 1700 when the port city of Amsterdam was one of the richest of all cities in Western Europe due to its strong role in international…
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Quarter 2, 2017 Newsletter

  • July 1, 2017
It seems about the only thing that has remained calm amid all the recent turmoil here and abroad is the stock market. Bolstered by an improvement in corporate earnings growth, the market has continued its steady climb higher despite facing…
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Quarter 1, 2017 Newsletter

  • March 31, 2017
As we head into the second quarter of 2017, about the only thing we know for certain is that we indeed live in interesting times. A complete political outsider has taken the reigns of the world’s most powerful and influential…
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Quarter 4, 2016 Newsletter

  • January 7, 2017
Instead of experiencing “the calm before the storm” this year, the markets experienced “the storm before the calm.” Right out of the gate, the U.S. stock market dropped nearly 9% in the first few trading days of the year. It…
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Post-election Update

  • November 11, 2016
Many people were likely surprised by Tuesday’s presidential election results. There is no doubt that the markets were certainly confused on how to interpret the outcome.  As election results on Tuesday night began hinting of a Trump victory, Dow Jones…
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