CURRENT CLIENTS

From the Investment Team

Read the latest research and insights produced in house by our Investment Team
Subscribe to updates...

Latest Podcast:

Latest commentary:

June 6, 2020
Familiar Themes

Among the equity market themes one learns early on is that market history is not prologue: past performance is not indicative of the future. We learn, too that market performance is not always positive. Another important premise is that diversification is your friend. These themes apply to the relative performance of the groups of stocks […]

Read More
May 11, 2020
Time for Value...Now?

Value stocks have underperformed their Growth peers by a gap never wider in history, leaving some to suggest it’s time to throw in the towel. But history shows that when the performance on a long-held strategy is at its relative worst, generally speaking, it’s best to stay true to your defined approach. More than hope […]

Read More
April 16, 2020
Q120 Quarter in Review

The first quarter of 2020 will go down in history as among the more chaotic periods of investable market activity. Though markets may be recovering, they likely will remain volatile as new data clarify the macroeconomic effects of the coronavirus outbreak and the supply tensions/demand drop-off in energy markets. That likely means recession or worse […]

Read More
April 14, 2020
Patience May Be Rewarded

We offer the following as a visual reminder that perseverance through market volatility may be better course with respect to progress toward longer-term financial goals.

Read More
April 1, 2020
In the Thick of It

Through the end of March in a pretty remarkable turn of trends, the domestic equity market rebounded 15% over the course of six trading days after the Federal Reserve let loose a rainbow of market support mechanisms and the U.S. Congress passed legislation worth more than $2 trillion in budgeted relief for U.S. businesses and […]

Read More
March 31, 2020
03.28.2020: CIO Note

In the following video, Mark seeks to provide additional perspective regarding recent market volatility. Importantly, this video is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching or listening to this video should take our comments as advice specific to or appropriate for their individual situation. […]

Read More
1 8 9 10 11 12 20
120 Newport Center Drive
Suite 100
Newport Beach, CA 92660
949.261.7726
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram