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2019 Q2 Client Letter: The Only Constant is Change

I’m sure you’ve heard this expression before, but there are reminders in my life every day that the only constant is change.  How about you?  While I learned firsthand a couple of years ago that [...]

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2019 Q1 Client Letter: Topsy-Turvy

Followers of the stock market over the past two quarters may be of the opinion that it is in a state of utter confusion or disorder…the Merriam-Webster’s definition of topsy-turvy.  During the [...]

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Q4 Client Letter: What Happened (v. 2)?

I had planned to write a short tribute to the passing of George H.W. Bush this quarter but given the turbulence in the markets during the 4th quarter of 2018, I felt the need to provide some [...]

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Q3 Client Letter: Performance Measurement – Friend or Foe?

When I wrote last quarter’s client letter, our Milwaukee Brewers were in first place at the All-Star break, and what do you know…they finished the season with the best record in the National [...]