Market Update

In our year end letter, we cautioned that clients should be emotionally prepared for a decline of close to 20%. Due to a risk that was so unexpected that it wasn’t even considered a possibility the market has dropped over 20% for the year....

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2019 Review and 2020 Outlook

Most major asset classes generated excellent returns in the fourth quarter. In 2019, the S&P 500 provided one of the largest returns in history. A temporary trade truce with China combined with an accommodative Federal Reserve helped...

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Client Relationship Summary