By any measure, 2020 has been a historic year. The COVID-19 pandemic triggered a string of events that will have…
Form CRS We recently completed a new 2-page regulatory disclosure worksheet known as the Client Relationship Summary (Form CRS). The…
As many of you have already noticed, we continued to trim positions over the past two weeks after a furious…
The events of early 2020 are the most economically significant in decades. The year started with the stock market surging…
On a similar topic, there is a possibility the U.S. will resort to quarantining certain areas of the country and…
The market has continued its downward spiral over the past two weeks as investors come to terms with the reality…
The market has taken a sharp downturn this week following the new all-time highs on February 19th. Over the past…
The S&P 500 Index turned in a tremendous performance for 2019, finishing up 28.9%. However, you may recall the market…
The stock market has remained relatively unchanged over the past quarter while economic data has been mixed in the U.S.…
We recently completed a series of trades as we strive to reduce risk across client portfolios. As discussed in our…