I hope you are all well and enjoying a beautiful spring.  We continue to see mixed messages with respect to the progress of the pandemic.  Things are not completely back to normal but the progress toward such is certainly underway. Currently, we are in the middle of earnings season with corporate America reporting results for [...]

Well, after a stellar year of returns for our clients in 2020, this first quarter has been tough on our trend and momentum investment management style.  It hasn't been awful, but frustrating for sure, with the seemingly constant shifts in asset leadership since the start of 2021.  January resulted in a good continuation of the [...]