Staying the Course

Clients, I recently received this chart that I would like you to review. Please see the below PDF attachment. It contains a lot of information; but it’s the first chart that is most important. You have heard me say many times that I work with and invest my clients’ money on a “macro economic” level. Staying […]

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ADV : Keep Volatility in Perspective

Dear Clients, Volatility is never comfortable, and this latest round is no exception. Panicked headlines may have investors feeling apprehensive and uncertain. This has been the worst start to a year for the S&P 500 in the last 25 years. However, in my over 30 years of experience, I’ve seen this happen time and again. […]

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