April 2021

Dear Clients and Friends of Insight, Our letters usually address what is most important within the macro environment – how it will likely impact investors generally, what our overall investment strategy is in response, and how client portfolios will likely perform. We...

January 2021

Dear Clients and Friends of Insight, The year 2020 has now come to an end, but the impact from the days of 2020 will likely remain with us well into the future. For most of us, the pandemic inconveniently put our lives on hold. Many people, though, were far less...

October 2020

Dear Clients and Friends of Insight, The year 2020 has been like no other and there is certain to be another chapter or two written before it is in the books. A common theme for the year has been the economy which started out as the longest expansion on record,...

July 2020

Dear Clients and Friends of Insight, It has been said that good decisions come from keeping it simple. We agree. This skill helps provide a clear vision of the landscape ahead and is crucial to long-term investment success. To simplify what is complex, we focus on the...

April 2020

Dear Clients and Friends of Insight, All of us, now, have been meaningfully impacted by the novel coronavirus and the world’s abrupt response to this pandemic. We hope you are all healthy and staying well. Our team is healthy and well, and we are staying sane. Our...