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Menu
About Us
Who We Are
Our History
How We’re Different
Our Team
Who We Serve
Emerging Wealth
Strategic Wealth
Family Office
Services
Investment Strategy
News and Commentary
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Client Logins
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Our Articles and Commentaries
That Giant Sucking Sound – Q4 2015
December 31, 2015
Market Commentary
Staying Right Sized – Q3 2015
September 30, 2015
Market Commentary
The Great Reflation and Stock Prices – Q2 2015
June 30, 2015
Market Commentary
15 Years On: The Worst of Times Revisited – Q1 2015
March 31, 2015
Market Commentary
Rolling Along, with Lots of Insurance – Q4 2014
December 31, 2014
Market Commentary
Investment, Speculation, and Market Timing – Q3 2014
September 30, 2014
Market Commentary
Protecting Capital for the Long Run – Q2 2014
June 30, 2014
Market Commentary
Revisiting the Impact of Low Interest Rates on Equities – Q1 2014
March 31, 2014
Market Commentary
Swimming against the Tide – Q4 2013
December 31, 2013
Market Commentary
What Corporate Profits Are Telling Us – Q3 2013
September 30, 2013
Market Commentary
The Low Rate, High Profit Value Mirage – Q2 2013
June 30, 2013
Market Commentary
Struggling to Find Value – Q1 2013
March 31, 2013
Market Commentary
Hangover Part II – Q4 2012
December 31, 2012
Market Commentary
Stock Picking and Playing Defense – Q3 2012
September 30, 2012
Market Commentary
Media Madness and the Music of Business – Q2 2012
June 30, 2012
Market Commentary
The Recovery and Stock Prices – Q1 2012
March 31, 2012
Market Commentary
The Most Important and Misunderstood Idea in Investing – Q4 2011
December 31, 2011
Market Commentary
The Past as Prologue – Q3 2011
September 30, 2011
Market Commentary
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That Giant Sucking Sound – Q4 2015