Portfolio Strategy Review 2021

Between the pandemic that won’t go away and the politics of the day, US stock markets shrugged it off and delivered extraordinary returns in 2021. At least we are closer to the end of the pandemic. The politics I’m not so sure about. Economic growth forecasts for 2022...

Portfolio Strategy Review Q3 2021

“I hope I never recover from this.”  William Shatner on his journey into space at age 90  Reflation, inflation, or deflation….that was so last quarter. This quarter “stagflation” also began to gain attention. Stagflation evokes fear of the 1970’s when...

Portfolio Strategy Review Q2 2021

“A nickel isn’t worth a dime anymore.”  Yogi Berra  Reflation, inflation, or deflation. How about a libation and we call it good? The range of opinions about the future direction of prices we pay for goods and services leaves us with one concern: Are recent...

Portfolio Strategy Review Q1 2021

“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra The consistent theme in these quarterly reports is that sound strategy prioritizes your goals and gives you even greater odds to grow and protect your wealth. Many investment calories...

Portfolio Strategy Review 2020

“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we destroyed ourselves.” Abraham Lincoln The year 2020 is over. Good riddens. A year we will never forget. A Bull market for stocks. A bear market for people. The...

Portfolio Strategy Review Q3 2020

“A genius is the man who can do the average thing when everyone else around him is losing his mind.”—Napoleon Most major economies appear to be coming out of recession. Many economists believe the worst is behind us. Yet not all sectors of the economy have rebounded....