February 2016: Market Volatility

We hope this letter finds you and your families doing well.  We wanted to reach out to you in the wake of the market’s difficult opening to 2016, because we share your concerns about the effect it has had on the broader value of investors’ portfolios. In the past, our...

January 2016: 2015 in Review

We hope our note finds you and your family doing well and enjoying the New Year. As we wrap up 2015, we consider it a good time to reach out and recap the past year, as well as share our thoughts looking ahead into 2016. As you know, 2015 has been a challenging year...