Mar 31, 2020 | Letters To Clients
CARES Act and Opportunities for Clients President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES”). CARES is a stimulus bill to provide emergency assistance for individuals, families and businesses affected by the Coronavirus pandemic. The...
Mar 30, 2020 | Letters To Clients
In response to COVID-19, Congress passed and the President has signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). In addition to direct financial relief for individuals and businesses, the CARES Act provides significant provisions to help...
Mar 17, 2020 | Letters To Clients
The uncertainty surrounding the spread of the coronavirus known as COVID-19 is unsettling, both on a human level and an investment level. The uncertainty of the impact of COVID-19 on the global economy led to extreme levels of stock-market volatility this past week,...
Jan 16, 2020 | Letters To Clients
It was in this letter exactly a year ago that we sought to provide some perspective about the steep decline stocks had just experienced in fourth quarter 2018. Over the course of just a few trading sessions in December, the Dow Jones Industrial Average declined 12%,...
Oct 30, 2019 | Letters To Clients
It has been said that golf is an easy game, it’s just hard to play. Much the same could be said of investing. The principles of long-term investment success aren’t particularly complicated. Construct a well-diversified portfolio appropriate for your risk and return...
Jul 29, 2019 | Letters To Clients
Each point in the ups and downs of the market has its own emotional challenges for long-term investors. The inevitable downturns like we saw in 2018 require that we muster our intestinal fortitude and avoid the temptation to flee to cash. In times of extended market...
