Insights

Investment Committee Meeting 10.14.19

Bill Ehrman discusses his personal investment view on October 14, 2019... Continue reading

Is this an Inflection Point or a Pause?

We entered last week with great trepidation on many fronts and ended it with three simple truths: The U.S and China reached a ceasefire on their trade conflict A Brexit... Continue reading

Investment Committee Meeting 10.7.2019

Bill Ehrman discusses his personal investment view on October 7, 2019:... Continue reading

The Sky is Falling…Not!

The death of the U.S. economy and the stock market have been greatly exaggerated.   Our biggest concern remains business and consumer confidence. They both could be hurt by the... Continue reading

Investing in a VUCA Global Environment 

The key to successful investing in a VUCA (volatile, uncertain, complex, ambiguous) global environment is the ability to maintain your focus on the long term despite being bombarded constantly by... Continue reading

Investment Committee Meeting 9.23.19

Bill Ehrman discusses his personal investment view on September 23, 2019  ... Continue reading

Don’t Blame the Monetary Authorities

Monetary policy has passed the point of diminishing returns virtually everywhere in the world except the United States, and possibly China, which both have more room to run. Powell stated... Continue reading