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The Bear Has Arrived!

The Bear Has Arrived!

I am a bit conflicted as I write this newsletter. On the one hand, it’s a great time of year. We are a month into summer and just celebrated the Fourth of July — one of my favorite holidays. That is positive. On the other hand, the markets this year have not been...
The Bear Growls!

The Bear Growls!

Note to Clients:   My quarterly review and discussion of our model portfolio holdings and performance will follow in the next week in a separate piece.  I felt it important to discuss the overall market and economic conditions and outlook first in the following...