What We Think
Honest insights on the markets from premier wealth management experts.
Category: Quarterly Newsletters
2020
How to Invest in a Bear Market(April 21, 2020)
A Light at the End of the Tunnel(April 1, 2020)
Current Market Conditions: Frequently Asked Questions(March 16, 2020)
Coronavirus Leads to Market Volatility(February 25, 2020)
Risk down, or Melt up(January 1, 2020)
2019
If at first you don’t succeed, try, try, again(October 1, 2019)
China + Fed = Volatility(July 1, 2019)
From Hot to Warm(April 1, 2019)
Markets Deliver a Lump of Coal(January 1, 2019)
2018
Hoping for more Green than Red this Holiday Season(November 26, 2018)
Market Update and Investment Outlook(October 12, 2018)
Tough Advice in 2018; Sell in May and Go Away!(October 1, 2018)
Whoah, We’re Halfway There(July 1, 2018)
First Quarter 2018: A Bracket-Buster?(April 1, 2018)
Stable Fundamentals Suggest Markets will Rebound(February 9, 2018)
The 2018 Tug of War: Wages vs. Taxes(January 1, 2018)
2017
Strength or Complacency?(October 1, 2017)
Buyers Everywhere… But will They Stay for Summer?(July 1, 2017)
Taking a T-O(April 1, 2017)
More Surprises Ahead?(January 1, 2017)
2016
Post-Election letter(November 9, 2016)
Party Like It’s 1999(October 1, 2016)
Is June 23 the New Independence Day?(July 1, 2016)
Opportunity Amid Rising Uncertainty(June 24, 2016)
Volatility Is Back: Embrace the Volatility(April 1, 2016)
As we write this letter on the last day of the year…(January 1, 2016)
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BETHESDA, MD
EASTON, MD
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