Is a vaccine our only hope, or is unlimited stimulus enough? Some weeks just take your breath away, and last week was one of them. Let’s touch on some of the key points, and then we can break them down one by one. On Monday the S&P500 entered positive territory for the year and stayed...Read More

by David Ruff CFA, Global Portfolio Manager Europe receives relatively little attention in the 2020 manic global equity markets led by the major markets of China and the U.S..  Ranking last of the big three regional powers in year-to-date equity performance is not an uncommon position for Europe.  In dollar terms, the pan-European STOXX 600 Index...Read More

by Kevin Kern Founding Partner Going through life searching for happiness can certainly bring some disappointment.  But going through life searching for meaning and purpose can bring serenity.  This can also be true with investing.  The purpose of your portfolio will determine the level of serenity you are having this year as the S&P 500 is...Read More