SAM MG 9054 FPO

Each quarter we send a commentary letter to our clients and friends.  This letter contains our latest views on investments, the economy, and pertinent personal financial issues that may be of interest to clients.

From time to time we also publish special commentaries to share our thoughts on time-sensitive issues or to provide information on a current topic.

October 2023 COMMENTARY LETTER

""A Tricky Irony""

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JULY 2023 COMMENTARY LETTER

"We're just not there yet."

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APRIL 2023 COMMENTARY LETTER

"Sentiment Contagion"

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January 2023 Commentary letter

"From Inflation to Recession?"

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October 2022 Commentary letter

"Slow down… You’re moving too fast!"

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April 2022 Commentary letter

"Out of the Pandemic and into the War"

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January 2022 Commentary letter

"Managing the Peaks"

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October 2021 Commentary letter

"'It takes 30,000 parts to build a car and only one not to.' -Toyota Motor Company"

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July 2021 Commentary letter

"Welcome to the 'Not Enough' Economy"

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April 2021 Commentary letter

"More Money, More Medicine"

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