Q2 2021 – Fear & Greed
The last 15 months have been extraordinary. We have managed your assets through one of the most tumultuous times in market history. The Covid pandemic has physically disrupted many peoples’ lives as well as taken
Q1 2021 – Investment Strategy in Practice
We wish you and all of your families a Happy New Year, as well as, peace and the continued pursuit of happiness. One would not describe 2020 as peaceful. A lot of people experienced great
Q4 2020 – Investment Update & New SEC Form
Our optimism remains high regarding the potential investment outcomes as we move forward from the onset and rapid outbreak of Covid-19 – including the national spike in case numbers that we observed in July. Since
Q3 2020 – Investing During Uncertain Times
We once again hope this finds you physically safe and in good health. A lot has transpired since we sent our April 1st newsletter to all of our clients. The stock market movement since then
Q2 2020 – Keep Calm, Adjust, and Carry On
First and foremost we hope that all of you are physically safe and in good health. We are well and working together (at least six feet apart) from the Darrell & King office. We all
Q1 2020 Newsletter – Election Years and the Stock Market
A Presidential election year can provide several questions for markets. Indeed, 2016 provided a lot of volatility as the candidates and then the election sorted themselves out. During that process the S&P 500 endured a
Q4 2019 Newsletter – Financial Housekeeping & Questions
Our end of year client housekeeping consists of several things but includes two primary pieces. This newsletter will discuss those things. It will also cover things that you might want to consider prior to transitioning
Q3 2019 Newsletter – Summer Excitement
The old Wall Street adage of, “Sell in May and go away,” appears prophetic this year. However, if we had done that we would have missed the rising stock market during June. For those clients
Q2 2019 Newsletter – The Batting Average
We discussed the downward turn in the market during the fourth quarter of 2018 in our first quarter 2019 newsletter. We can summarize that newsletter, as well as past and future communications, by saying that