Category Archives: Newsletter

SIA Perspectives Q4 2018

In last quarter’s SIA Perspectives, we noted a surge in stock market returns for the 3rd quarter as investors shrugged off issues such as trade wars, Britain’s exit from the European Union (EU) and China’s slowing economic growth. Our reports showed that, through September, many stock market benchmarks reached record levels as announcements of excellent […]




SIA Perspectives Q3 2018

The production and delivery of our SIA Perspectives each quarter is an effort to engage Clients and to increase their knowledge of our time-tested, disciplined and successful investment strategies. We also strive to explain the movements in financial markets and the impact current events can have on portfolio performance. Read More




SIA Perspectives Q2 2018

The trend of volatility continued in the 2nd quarter as political leaders took center stage by attending high profile group events like the NATO and the G-7 summits, while conducting historic one-on-one meetings. The tension surrounding these events rattled financial markets. They made headline news and were heavy on pageantry, but light on specifics. Read […]




SIA Perspectives Q1 2018

The swings in financial markets throughout the 1st quarter reminded us of Newton’s Cradle – a toy from our past that demonstrates one of Sir Isaac Newton’s three laws of motion. Although this mathematician died in 1727, his third law can be applied to explain performance to-date in 2018: “For every action, there is an […]