State of Affairs – Our Perspective

Most likely you are asking the same question we are. What is going on in Washington? And how and when does it end? We clearly have an acrimonious situation in Congress that has caused a government shutdown.  Coupled with the looming debt ceiling deadline of...

2Q 2013 Market Commentary

“For the loser now will be later to win For the times they are a-changin’” – Bob Dylan With a modest improvement in unemployment, a nascent housing recovery and continued accommodative Federal Reserve, the US markets continued to generate positive returns, albeit with considerable volatility...

The Impact of Monetary Policy on Investing

When making investments on behalf of our clients our views are being shaped by monetary policies both in the U.S. and abroad. The Taylor Rule A number of years ago John Taylor, a Stanford professor and noted economist, came up with a formula to guide...

Entering the Final Quarter of 2012…

As we highlighted in the spring, 2012 has been a good year for the financial markets, equities in particular, and has exhibited much less overall market volatility than 2011.  Although there were no significant year-over-year gains for equity markets in calendar 2011 from the prior...