Insights

2020 1st Quarter Review

Turbulent times ahead. Given the very positive market performance of 2019 throughout most asset classes, we had already increased our cash positions, as we felt the need to be cautious in the giddy “risk-on” atmosphere that lasted until at least early February. Our prudence did provide some cushioning to our portfolios when the markets plummeted.

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A Difficult Time

We have much to say, so please consider this as part of a series. During times like these, we encourage you to use credible sources for making the kind of decisions we will all have to make over the coming weeks

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2019 4th Quarter Review

All-time highs all around. Unequivocally, 2019 has been a year for the record books. We have to go back to the late ’90s or perhaps the ominous 2007 calendar year for another period where most asset classes had a positive performance.

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