Market Commentary

December 16, 2020

2020 Year End Financial Resolutions

It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced…

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November 12, 2020

Have You Performed Your Year End Financial Review?

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider…

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October 22, 2020

Election Uncertainty Lingers

The third quarter of 2020 was another positive quarter for most financial assets.  Mega cap stocks led the way once again, which helped the market cap-weighted S&P 500 Index pull into…

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September 18, 2020

What The Potential Election Outcomes Could Mean for Investors

First, we would be remiss if we didn’t remined investors that markets have enjoyed positive returns under most presidents – regardless of which party.  The reason is that generally speaking, markets…

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April 16, 2020

Navigating the COVID-19 Crisis Webinar – Recording Now Available

Last week our Chief Investment Officer, Jordan Kahn, CFA®, provided an in-depth look at the market, as well as an overview of our investment management strategy during the current crisis.…

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March 16, 2020

COVID-19 Update: Time to Sell or Buying Opportunity?

We have been receiving a lot of calls from clients wondering if we have a plan to deal with the current market environment. One of the difficulties of sending out…

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February 26, 2020

Coronavirus In Context

Although the coronavirus outbreak first surfaced in late January, it has taken until yesterday to spark an outsized reaction in the financial markets. As of just last week, stock markets…

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