While the trade wars and accompanying global tensions that follow such a policy are troubling, we are hopeful that the current administration is being political ahead of the mid-term elections and hoping to activate its base. A little softening in rhetoric and trade policy or better trade deals would go a long way to alleviating […]

As contrarians, we are taking advantage of this correction and the positive macro environment to increase equities by 2% to 3% in client accounts (based on your investment objective/risk tolerance) which is a slight overweight from our neutral allocation. We will be funding this allocation by decreasing your bond allocation. If the stock market corrects […]

We continue to advocate a diversified portfolio of quality, reasonably valued assets based on your investment objectives and risk tolerance. We believe that this has and will prove to be a successful investment strategy over the long-term. That being said, we will continue to make changes as prudent. We have taken profits on outsized positions […]

We will focus on a long term, disciplined approach and will not overreact to the current political landscape and/or short-term financial market events. Our firm tagline is Identifying Opportunity, Navigating Risk. Our focus is on both, but at this time we are placing risk management at the top of our priority list on behalf of […]

As contrarians, we maintain an overweight to equities and will continue to allocate to weak areas within the equity market. We are using equity volatility to upgrade portfolios into either higher quality dividend-paying companies and stocks with a margin for safety. We continue to favor higher quality companies that are attractively valued, with solid balance […]

There were two very different eighths to the quarter that made up the first three months of 2016. January started with a plunge, the worst start for U.S. stock markets in more than eight decades. Fears included: a hard landing/significant slowdown of the Chinese economy, the Bank of Japan’s pursuit of negative interest rate policy, […]