Outlook & Commentary

We invite you to review our perspectives on the market through our annual Outlook and quarterly Commentary newsletters.

These newsletters represent a general outlook and comments by our firm and do not constitute specific investment advice. Our views on markets, investments, and portfolios change as new information is available.

You will need Adobe Acrobat Reader to view our Outlook newsletter. If you do not have it already, download it for free from the Adobe website.

Download January 2017 Outlook


Past issues:

Fall 2016 Commentary

April 2016 Commentary

January 2016 Commentary

October 2015 Commentary

May 2015 Commentary

January 2015 Outlook

May 2014 Commentary

January 2014 Outlook

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts