Quarterly Commentary

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Investment Commentary – Q1 2021

Dear Valued Client:   Ok, now rotate! Volleyball players recognize these instructions as those in front move to the back and vice versa. So it is in the investing..

1 September, 2022

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Investment Commentary – Q2 2021

Dear Valued Client:   Graduation season across the country this quarter launched a huge wave of students into new territory. Whether on to a new K-12 school , col..

1 September, 2022

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Investment Commentary – Q3 2021

Dear Valued Client:   Fall is in the air here in New England and stocks have done what they historically have done more often than not this time of year‐ Fall! ..

1 September, 2022

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Investment Commentary – Q4 2021

Dear Valued Client:   Congratulations to the class of 2022. As Cat Steven’s song goes, “Oh baby, baby it’s a wild world, it’s hard to get by just upon a s..

26 August, 2022

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Investment Commentary – Q2 2022

Dear Valued Client:   Congratulations to the class of 2022. As Cat Steven’s song goes, “Oh baby, baby it’s a wild world, it’s hard to get by just upon a s..

1 July, 2022

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Investment Commentary – Q1 2022

Dear Valued Client:   In this letter, we are going to talk about bonds. While we will get to the investment variety, we’ll start by focusing on the bonds that t..

1 April, 2022

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