Important Portfolio Update

By Investments

We are updating you on changes we are making to your investment portfolio.  You have been and will continue to receive notices of any trading via email or direct mail if you have not signed up for electronic delivery.  All records are available online for 10 years so there is no need to retain paper notices.  We recommend electronic delivery…

Read More

Markets vs Economy — Illusion vs Reality

By Investments

As we head into the end of the week, the S&P 500 is close to holding a key support level around 2950 in the face of record GDP decline and unemployment.  The global economic toll does not lend itself to a story about an only one-month bear market followed by immediate, rapid recovery as we proceed towards large scale re-openings. …

Read More