**NEW** 2022 Annual Review – An update of performance, trends, research, and topics for the long-term investor.
2022 – A return to quality and value. We have previously talked about value and growth cycles in the markets, and it looks like this year’s pull back may have ended a 13-year run for growth stocks.
2022 Mid Year Review Newsletter – An update of performance, trends, research, and topics for the long-term investor.
As we have discussed in previous newsletters, predicting markets is difficult, as we never can predict what the world’s backdrop will be…
2021 Annual Review - An update of performance, trends, research, and topics for the long-term investor
2021 in review, what a surprise: Lots of stimulus from the Fed, significantly higher markets, substantially higher inflation, and we ended the year with the Omicron variant keeping Covid with us into its 3rd year. I don’t think any of those outcomes were expected as we headed into 2021...
After we have worked together to develop an appropriate asset allocation, it is time to start building the portfolio. Based on your allocation we will start to build out each asset class. With $100,000 or more to invest in individual stocks, we believe this is a great method to build and manage a portfolio.