June 2018

We hope you and your families are doing well and that you are enjoying the warmer weather and looking forward to a fun-filled summer. Last year was one of the calmest years we have seen in the markets in many years with volatility being nearly nonexistent. This is...

March 2018

Last year was a particularly strong year for global equity markets with broad growth and low inflation creating an almost perfect environment for equity investors. The markets continued that trend for most of January posting the best performance for the month on...

September 2017: Equifax Breach

There have been a growing number of concerns regarding the Equifax data breach and how it affects our clients.  Here is some information that we thought you might find useful and some steps that you may take to limit the impact to you and your family. Equifax recently...

August 2017

U.S. equity markets delivered robust gains in the second quarter, extending the rally that began last November.  Stocks recorded the bulk of their gains in late April and May, as first-quarter earnings reports managed to outpace even elevated expectations.  In...

May 2017

We hope our newsletter finds you and your family doing well.  We are reaching out to you today to give you an overview on the markets, as well as our thinking as we move into the second half of the year. Equity markets have had a good start to 2017, extending the...

February 2017

Welcome to our first newsletter of 2017. We hope our note finds you and your family doing well and staying safe after Portland recorded its biggest snowstorm in nearly 20 years, and its fifth largest snowfall in any twenty-four-hour period. We are more than ready for...