Quarterly Commentary & Other Musings

2017 Q4

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2017 was a banner year for markets.  Rarely in history have the markets displayed such consistent increases.  We first noted the calm in the market in our 2017

2017 Q3

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Market Update

As the last quarter of 2017 begins, market sentiment continues to be overwhelmingly positive.  The calm in the markets we wrote about last quarter

2017 Q2

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Market Update - The Great Complacency

If no news is good news, then all I have is great news for you today. The first half

2017 Q1

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I don’t know if we could pass a Mother’s Day Resolution right now.

-     Representative Matt Gaetz as quoted in the Wall Street Journal March

2016 Q4

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President Donald Trump

Does that look right to you yet?  The day after the election I sent a good friend of mine a message...."President Elect Donald J.

2016 Q3 Quarterly Commentary

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Interest Rates are Low?  Who Knew?  

The chart below shows the change in the interest rate of the 10 year Treasury bond over the

All Quiet on the Western Front

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After nearly two years of relative uncertainty, marked with brief moments of extreme pain, U.S. equity markets are enjoying a long run of relative calm. The S&P 500 has now

2016 Q2 Commentary

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Please Brexit at the Next Vote On June 23rd the United Kingdom voted to leave the EU. Prior to the vote polls indicated the populace would vote to remain in the

A $65,000,000 Deceased Eagle? The Subjective Nature of Value

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In 2007, an art dealer/collector by the name of Ileana Sonnabend passed away. Within her rather large and valuable art collection - her net worth was estimated at $1 billion

The Value of Process

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Whenever I'm in a conversation with someone and my job comes up I'm almost invariably asked if part of what I do is help people budget.  Usually I respond with

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