801-375-2500

The Last 13 Months

The Last 13 Months

13 Months The last 13 months were like nothing I have ever seen. To remind you of the journey we have traveled together, here are excerpts from my articles in our 2020 newsletters. First Quarter Newsletter / March 31, 2020 COVID-19.  A word I never heard of until five...
Closing Out a One-of-a-Kind Year

Closing Out a One-of-a-Kind Year

Closing Out a One-of-a-Kind Year To say 2020 was unique is an understatement. The year seemed surreal — almost like living in a dream. No one could have predicted the significant effects of a pandemic, as well as the personal, governmental and societal ramifications....
A Little Perspective

A Little Perspective

A Little but Powerful Perspective Success in investing is behavioral.  It requires patience and time.  The latter we can do nothing about but the former is something over which we have control.  It is never easy as we our emotional creatures living in a physical...
2020 The Year We Will Never Forget

2020 The Year We Will Never Forget

The Year We Will Never Forget 2020 is the gift that keeps on giving. The insanity of Covid, the riots in the streets, and a very politically divided country have created one of the most unpredictable election years we’ve ever seen. The stock market, all the while, is...
2020: Part II

2020: Part II

2020:  Part II 2020 has been an extraordinary year. When I think back to New Year’s Eve, the events that have transpired since were nowhere near my radar. It’s been like watching a surreal movie. First, we started out with an incredibly strong economy. Unemployment...