Quarterly Videos

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Q3 2021 Market Review

Short Review In-Depth Review – Charts and Data Market Returns Were Down this Quarter, While (Most) Bond Yields Inched Up Commentary The movement of people and goods

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2020 2nd Quarter Review

Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many

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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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