2017:
Another Brick in the Wall - June 2017
As the World Turns - March 2017

2016:
Change: The Only Constant - December 2016
Complacency or Consistency? - September 2016
Globality - June 2016
Headwinds - March 2016

2015:
Sideways - December 2015
Headlines - September 2015
White Paper - Lump Sum Distibutions
- September 2015
The Promenade
-- June 2015
06 AGR  -- March 2015

2014:
The End Game -- December 2014
The Middle Game Continued -- September 2014
The Middle Game -- June 2014
The Board has Changed
-- March 2014

2013:
In Plain Sight -- December 2013
White Paper -- Exiting  Corporate Retirement Plans -- November 2013
Not So Fast -- September 2013
White Paper -- Risk Profiles, Investors, and the Markets -- August 2013
Taper Tantrum -- June 2013
The Long and Winding Road -- March 2013

2012:
Cliff Dwellers -- December 2012
White Paper -- Distributing Fiduciary Responsibility -- November 2012
Stealth Mode -- September 2012
White Paper -- Investing in a Low Interest Rate Environment - August 2012
The Crow and the Pitcher -- June 2012
White Paper -- Stocks are the "New" Bonds -- June 2012
Landings
-- March 2012

2011:
Living with the Elephant -- December 2011
The European Invasion -- September 2011
Bumps in the Road -- June 2011
The Back Burner -- March 2011

2010:
Together at Last -- December 2010
Clash of the Titans -- September 2010
Advantage Growth or Advantage Slowdown? -- June 2010
What a Difference -- March 2010

2009:
Once in a Blue Moon -- December 2009
Dow 10,000? Deja Vu Again? -- September 2009
The Twilight Zone -- June 2009
Deja Vu or Something New -- March 2009

2008:
Integrity, Confidence and Trust -- December 2008
Dancing with the Bear -- September 2008
Purgatory -- June 2008
Collateral Damage -- March 2008

2007:
Are We There Yet -- December 2007
When in Roma... -- September 2007
Perspective -- August 2007
Mr Toad's Wild Ride -- June 2007
A Shot Across the Bow -- March 2007

2006:
Valuation -- December 2006
Inflection Point -- September 2006
World Cup Fever -- June 2006
Big Ben -- March 2006

2005:
Economic Growth and Corporate Profits -- March 2005
A Tale of Two Charts -- June 2005
Riding the Storm Out -- September 2005
Groundhog Day -- December 2005

2004:
March Madness -- March 2004
Earnings and Valuation -- June 2004
Texas Tea -- September 2004
Clear Skies -- December 2004

2003:
Iraqnaphobia -- March 2003
Half Full? -- June 2003
Help Wanted -- September 2003
Dow 10,000. Is that an echo? -- December 2003

2002:
An Economic Sunrise? -- March 2002
One Step Forward, Two Steps Back -- June 2002
Running the Course -- September 2002
Year of the Cockroach -- December 2002

2001:
Across a Clouded Valley -- March 2001
Marking Time -- June 2001
Tragedy and the Markets -- September 12, 2001
Tragedy Update -- October 2001
Is That a Light? -- December 2001

2000:
In With the New -- March 2000
Empty or Full -- June 2000
Growth -- September 2000
Millennium in Review -- December 2000

1999:
Dow- 10,000 -- March 1999
Portfolio Positioning -- June 1999
Mixed Signals -- September 1999
Numbers, Numbers, Numbers -- December 1999

Become A Client

Portfolios are prudently managed by integrating your specific investment objectives with the prevailing opportunities and risks presented in the investment markets. In our opinion, the resulting portfolios reflect the best method of achieving your investment objectives.

READ MORE

 

VIDEO