2019 was a really good year from an investment standpoint. Our chief investment officer discusses what happened last quarter, and why it’s part of our process to remain cautious.
Posts Tagged: Quarterly Report
2019 Q3 Investment Report
Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.
2019 Q2 Investment Report
Despite the large swings, quarter 2 ended on a positive note. Jason Eliason discusses what we are monitoring, and why there is no magical crystal ball when predicting the markets.
2019 Q1 Investment Report
2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.