By Sam Taylor | July 8, 2019
The market rose effortlessly during the first four months of 2019, lifted by the twin propellers of the Federal Reserve’s interest rate pivot and the belief that China and Uncle Sam were close to a trade deal.  However, it began encountering turbulence when Fed Chairman Powell hinted that a rate...
By Sam Taylor | May 15, 2019
Recent events are, once again, demonstrating the volatility inherent in equity investing.  Few investors seem to mind, or even notice when volatility is on the upside, but when it comes to downside volatility that’s a horse (or bear) of a different color.    The latest cause de jour is the trade...
By Sam Taylor | April 2, 2019
The market’s outstanding performance in the first quarter of 2019 can almost single-handedly be attributed to a sea-change in investor perception about the direction and pace of the Federal Reserve’s monetary policy.  Up until last year’s painful sell-off, the Fed was believed to be committed to “...
By Sam Taylor | February 20, 2019
One of the really great things about our business is the wide variety of individuals with whom we have the pleasure to partner.  Our clients range in age from young Millennials with careers, dreams and aspirations far in front of them, to those from the Greatest Generation now enjoying the fruits...
By Sam Taylor | January 4, 2019
Just as everyone was settling in for a long winter’s nap, things started going haywire.  Stocks, oil and interest rates all rolled over beginning in late September/early October and dove deep as the 4th quarter progressed.  By the end of December, what was shaping up to be another good year for...
By Sam Taylor | December 10, 2018
Equity markets continued their downward pressure last week, pausing briefly on Wednesday to mourn the passing of President George H.W. Bush.  One excuse was that the 90-day delay in the imposition of additional US-China trade tariffs may not allow enough time to reach an acceptable resolution.  The...

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