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Second Quarter 2016 Review

July 21, 2016

Brexit was all the news in the second quarter of 2016. The British voted to leave the European Union, sending the world’s stock markets into a tailspin. The S&P 500 shook off the Brexit fears and quickly recovered most of the post-Brexit losses, finishing the quarter up 1.90%, as seen in the chart below.

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First Quarter 2016 Review

April 30, 2016

The S&P 500 squeaked out a scant 0.77% return for the first quarter of 2016. This performance data did not reflect the turmoil that most people endured over the first three months of the year, as the markets took investors on a complete roller coaster ride.

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The Disciplined Investor

June 25, 2013

As the markets have fallen from their highs from May 21st, we are beginning to receive phone calls and e-mails showing concern about the overall markets. I want to reiterate some of our investment strategies and the discipline that we are taking with your portfolios. I’m going to apologize in advance that this will be a long e-mail, as I try to explain the markets and our investment strategy.

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