March 2021

November 2021
We may not have a declared winner to the 2020 Presidential contest of November 4th, we have the needed information to begin positioning our portfolios for the future. Now, it seems Congress will stay divided, with Republicans retaining control of the Senate.
November 2020
February 2021

September 2020
This year has been a wild ride, it started with all-time high levels seen in the stock market early in the year. This was then followed by a market correction due to COVID-19 with a quick recovery and new market highs all before the end of summer.
September 2020

2021 Investment Strategy & Outlook
We believe the big picture for 2021 will be a broad-based re-opening of the economy. As businesses begin to get back to normal, we anticipate above-average economic growth for the next one to two years. Our 2021 outlook walks through six key factors.
2021 Investment Outlook and Strategy

August 2020
The stock and the bond markets have recovered much of the losses experienced this year. Stocks are close to all-time highs and bonds are all-time low-interest rates. This period of time may lend itself favorably to stock performance as compared to bonds over the next years.