The New 20-Year Stock Chart

Pupas and a butterfly

The last 20 years have given us three major market shocks. These resulted from the end of a tech bubble, a financial crisis and now, a global pandemic. During this time, investors have experienced numerous emotional highs and lows, yet in general, the approach to investing delivered by the financial services industry has not fundamentally…

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Communication At A Distance

Speech bubble made from notebook paper

First, I sincerely hope this note finds everyone safe and healthy in your world. We are grateful to be here to serve our clients and friends. To paraphrase the line from the movie “Cool Hand Luke,” my Co-Founder Brandon Langley and I will not be accused of a “failure to communicate!” On the last trading…

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Finding Clarity Amid Confusion

Chaotic light beams

By most measures, markets have entered a bear phase and are down almost 20% from all-time highs. The coronavirus, oil rout, and politics have combined to create a perfect storm in the markets. In times like these, what do we crave most? Surely, we all want to be safe and to know that the virus…

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