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Market Quarterly

Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.

Winter 2020 Market Quarterly

Goodbye Fall Given that here in CT we had our first snow cover in early November, I feel confident saying that we said goodbye to fall. Now the winter months lie ahead. But the calendar will say March before we know it and hopefully the warm-up will start shortly thereafter. I hope you all make

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Fall 2019 Market Quarterly

Goodbye Summer For me, the summer of 2019 was one of the better ones I can remember.  Plenty of hot, humid days and not too much rain.  We attended and hosted some great gatherings.  Fall is here and we’re just starting to see the temperature drops that remind us winter isn’t far off.  I hope

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Summer 2019 Market Quarterly

Welcome Summer! After a very rainy and cold spring here in CT, the weather has very much turned in favor of warmth and sunshine.  It’s been a very nice summer so far, though it’s hard to believe how quickly it is passing.  We are enjoying the summer while we can and not even thinking about

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Spring 2019 Market Quarterly

Hurry Spring Judging by the calendar spring is officially here. But the CT weather so far hasn’t cooperated much. So, my request is simple…spring, please hurry-up! I’m sure the weather will turn and things will start to warm, but the dusting of snow on our lawn on April 3rd didn’t help my mood. Let’s hope

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Winter 2018 Market Quarterly

Is It Winter? According to the calendar winter came in December as always.  However, it has not been clearly defined by the CT weather, which has continued to be more fall-like with one early snow-storm in November, and lots of rain since.  Temperatures have generally been in the 30’s or 40’s.  It makes me nervous

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