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Investment Focus - Quarterly Review 2020
July 15, 2020

Investment Focus | Issue 11 | Bounce Back Quarter

Bounce Back Quarter After such a severe contraction in the first quarter, the last three months were a breath of relief (all indices were up by double …

Investment Focus - Quarterly Review 2020
April 10, 2020

Investment Focus | Issue 9

The Longest Economic Expansion in History is Over What a start to the year. As of the end of March, 3.38 billion people worldwide have been asked …

Special Update - Investment Focus 2020
March 28, 2020

Investment Focus | Issue 8 | Spectacular rebound… Is this the end of the bear market?

Investment Update | Spectacular rebound… Is this the end of the bear market? In contrast to last week, this week has been a welcome change in the …

Special Update - Investment Focus 2020
March 21, 2020

Investment Focus | Issue 7 | Down, Up, Down, Up, Down

Investment Update – Down, Up, Down, Up, Down This week has seen some incredible volatility on world markets, with large swings both up and down. As I …

Special Update - Investment Focus 2020
March 12, 2020

Investment Focus | Issue 6 | Market Meltdown & Oil War

Investment Update – Market Meltdown & Oil War Here Comes the Bear Since the last newsletter, the market has been moving in all directions.  This week, the …

Special Update - Investment Focus 2020
February 28, 2020

Investment Focus | Issue 5 | Coronavirus

Investment Update – Coronavirus [Edited December 7, 2020 to remove copyrighted material] The steep selloff that started Monday has continued and it looks like we will have …

Investment Focus - Quarterly Review
February 10, 2020

Investment Focus | Issue 4

Year in Review The start of the year is always a good time to reflect on the previous 12 months.  We engage in this process as a …

Investment Focus - Quarterly Review
November 6, 2019

Investment Focus | Issue 3

The Return to Volatility Volatility was the norm in the third quarter.  Whether it was the loss of five million barrels of oil per day from the …

Learning the ABCs of Financial Literacy
August 7, 2019

The ABCs of $1-2-3s | Part One

I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the …

Investment Focus - Quarterly Review
July 23, 2019

Investment Focus | Issue 2

  Nothing in the World is Free “Nothing in the world is free…The sooner you know it, the better you’ll be” Clifford Coulter (Jazz Artist) I was …