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....

Portfolio Strategy Review Q2 2020

‘’History doesn’t repeat itself, but it often rhymes.” Mark Twain An historic quarter in many respects. A Pandemic. Race Riots. A Trade War. Political Chaos. Yet the market so far looks like a “V” recovery. The best quarter since 1998. While the economy appears more...

Portfolio Strategy Review Q1 2020

 When Will We Get Back to Normal The longest bull market in history had been on virtual cruise control since 2009. In March it gave way to the fastest bear market crash in history. Market volatility returned with a vengeance as investors seek to gauge the depth and...

Portfolio Strategy Review 2019

Elon’s 420 Jig; Presidential Performance Past to Present (1981-2020) The year 2019 was an astounding year for all asset returns as the longest bull market in history continued. Markets looked past recession fears, impeachment proceedings, and heightened tensions...