Slow & SteadyWe take a disciplined approach for both individuals and institutions. Allowing us to manage for the longer term, through the various market cycles has resulted in the All Cap Value Composite portfolio beating the S&P 500 index (including reinvestment of dividends) for every 10 year period from 1995 through 2013.
The Federal Reserve remains vague regarding the timing of interest rate hikes, however the bond market is already taking...June 12, 2015
For years alternative energy sources such as wind and solar power have been promoted as substitutes for oil and...May 22, 2015
When famed bank robber Willie Sutton (“Slick Willie”) was asked in 1934 why he robbed banks, he allegedly replied...May 12, 2015
Market Summary – 2nd Quarter, 2015 “The safest road to hell is the gradual one—the gentle slope, soft underfoot, without...July 24, 2015
Market Summary – 1st Quarter, 2015 The causes, risks and opportunities that await investors. We are in the midst...April 21, 2015
Market Summary – 4th Quarter, 2014 “Never make predictions, especially about the future.” – Casey Stengel (legendary baseball manager)...February 10, 2015