• "If past history was all

    there was to the game,

    the richest people

    would be librarians."

    ~ Warren Buffett
  • "The investor's

    chief problem -

    even his worst enemy -

    is likely to be himself."

    ~ Benjamin Graham
  • "The four most

    dangerous words in

    investing are:

    ‘this time it's different.’"

    ~ Sir John Templeton
  • "The individual investor

    should act consistently

    as an investor and

    not as a speculator."

    ~ Benjamin Graham
  • "An investment

    in knowledge pays

    the best interest."

    ~ Benjamin Franklin

Investment Philosophy





How Should Investors Handle a
Tightening Cycle?


Diversification:  What is it Good For?
(September 2013)


Strategies for a Bond Bear
Market (March 2013)


Are European Equities a Buy?
(August 2012)


The End of QE2:
What are the Implications?
(June 2011)







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1Q21 Markets in Focus 


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1Q20 Markets in Focus


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1Q19 Markets in Focus


4Q18 Markets in Focus

































September 24, 2021


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August 27, 2021


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July 30, 2021


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June 25, 2021











































































































































































































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