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Quarterly Playbooks


1Q18 Quarterly Playbook Preview:

Quarterly Playbook- 1st Quarter 2018

If the world were perfect, it wouldn’t be. – Yogi Berra
As we look at how things stand going into the beginning of 2018, it’s hard not to be optimistic.  The US economy seems to be firing on all cylinders, securities markets have positive momentum for the most part, and even global environments are measurably improving. However, we are still a ways away from euphoria and there is still the potential for negative surprise in the form of monetary policy and geopolitical challenges…

4Q17 Quarterly Playbook Preview:

Quarterly Playbook- 4th Quarter 2017

"It’s the 4th quarter and we have a comfortable lead."

So far, the offense has provided a good lead, but that doesn’t mean we can substitute in our second-string. We suspect there may be some hard fought downs to come. Unusual ease in the 3rd quarter combined with weather elements could set us up for increased volatility. We don’t anticipate, however, that we will lose any ground – moreover our lead should increase when all is said and done.

3Q17 Quarterly Playbook Preview:

Quarterly Playbook- 3rd Quarter 2017

"Summer Breeze... makes us feel fine."

There’s a feeling of comfort this summer in the markets and economy. Sometimes
we need to take the time to enjoy it. As we look out on the horizon, clear skies
carry the day. At times, it is prudent to be skeptical of a lack of items to be
concerned about. We believe this is not one of those times. Traditionally, the
third quarter has provided some volatility. However, in the current landscape, we
think there are a number of supportive factors that will mitigate any potential
volatility. So, sit back and enjoy!...

2Q17 Quarterly Playbook Preview: 

Quarterly Playbook - 2nd Quarter 2017

“Play Ball. ”
The warm-up is over and we are now in the early innings of a new ball club.  With new players on the field running new plays, the line-up looks good so far.  You can’t expect home runs for every at-bat, but the ability to hit consistently looks promising.  Leading off with Washington refocusing on the economy and the Federal Reserve still pitching a perfect game, the enthusiasm in the stadium is substantial.  Let’s see if the rest of the game can keep up the momentum…