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Market Commentary Q4 – 2013
Market Commentary

Market Commentary Q4 – 2013

ByJonathan Smith January 6, 2014November 21, 2016
Themes for 2014 This past year might go down as one of the “worst best” years in market history. The combination of cash still on the sidelines, abysmal bond returns and a poorly attended stock rally will do that. While we stay away from predictions, we have put together our important themes for the coming...

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Market Commentary Q3 – 2013
Market Commentary

Market Commentary Q3 – 2013

ByJustin Smith October 17, 2013November 15, 2016
“We the People, In Order to Form a More Perfect Union…” Last month, we sent our first kid off to kindergarten and I quickly discovered one of the joys of parenthood: learning from your kids. Every morning in September, all the students at her school would recite (well, really sing the “Schoolhouse Rock!” version of)...

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Market Commentary Q2 – 2013
Market Commentary

Market Commentary Q2 – 2013

ByJonathan Smith July 15, 2013December 15, 2016
Ben Bernanke probably spent at least a couple minutes reading his pocket thesaurus, looking one last time for another way to say it. When no new words came about, he stepped up to the microphone at the Fed’s June 20 press conference hoping to shed light on the FOMC Statement from the day before. Investors...

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