NOTES

February 11, 2018

I hope this note finds you doing well.

After difficult week(s) in the financial markets we find it insightful to judge our underlying performance vs. our stated objective:  Risk Adjusted Total Return.

This past week the stock market was down -5.3%, hig...

February 6, 2018

I hope this note finds you well.

When we are talking with clients re: risk we often use the metaphor of salt.  Easy to get into your portfolio, very hard to get out.

2017 was a wonderful year in our Total Return and Income portfolios and we fully expec...

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