Investment Strategy

The “inconvenient truth” of equity market pullbacks is that investors tend to want them in order to invest at more favorable prices, but when they actually occur, investors get nervous, question their conviction and postpone their purchases. As we have mentioned in recent Weekly Headings, we had grown more cautious on the equity market as the […]

As we celebrate the long Memorial Day weekend, Investment Strategy would like to take the opportunity to remember, honor and thank all of the members of our armed forces who gave their lives in service to our country. We hope everyone is able to spend quality time with loved ones and we wish you and […]

Despite the ongoing ratcheting up of tariffs between the U.S. and China, we remain in a negotiating window before those tariffs actually take effect. Assuming the approximate three-week transit time between goods leaving China (via ships) and arriving in the U.S., and China’s stated June 1 implementation of tariffs on $60 billion worth of U.S. […]

As the Friday early morning deadline (12:01 AM EST) expired, tariffs on an additional $200 billion of Chinese imports have technically gone into effect. However, as we go to press, negotiations are ongoing with the hope that a compromise can be brokered. However, rather than the “art of the deal” playing out, we are witnessing […]