What We Think
Honest insights on the markets from premier wealth management experts.
Category: Quarterly Newsletters
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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