• "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)







3Q21 Markets in Focus


2Q21 Markets in Focus


1Q21 Markets in Focus 


4Q20 Markets in Focus 


3Q20 Markets in Focus 


2Q20 Markets in Focus


1Q20 Markets in Focus


4Q19 Markets in Focus


3Q19 Markets in Focus


2Q19 Markets in Focus





































August 26, 2022


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June 10, 2022


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April 22, 2022


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