We have been asked a lot recently by current and potential investors about how our funds are weathering the pandemic and whether there is any cause for concern given current economic circumstances. Very simply, our funds continue to perform well, and we have every expectation for them to continue to do so. Our monthly preferred...

Happy New Year! Hopefully, you’ve been enjoying the past articles on the economy and stock market valuations as we head in 2020, and have found some insights valuable. This will be the fourth article in our 5-part series. If you missed any of the last three articles, you can read them here:  2020 Economic Forecast –...

In the last two sections of our economic analysis, we covered several of the key fundamental drivers of the economy and the direction of these “tides.” If you missed either of the last two articles, you can read them here:  2020 Economic Forecast – Economy (Part 1)2020 Economic Forecast – Economy (Part 2) In Part 3...

Last week we shared Part 1 of our analysis of the current state of the U.S. Economy. We covered our approach to understanding economic “tides”, U.S. Employment and Household Income, and Consumer & Business Sentiment. If you missed last week’s analysis, you can read it here: 2020 Economic Forecast – Economy (Part 1) In Part 2 of...