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...

January 2020

Dear Clients and Friends of Insight, What a fantastic year it was for stock investors! Globally, nearly all stock markets rose 20% or more. In the U.S., the major market indices advanced some 30%, setting records throughout the year. Plus, our market seems poised to...

October 2019

Dear Clients and Friends of Insight, The goal with our letters is to provide concise commentary on current events, how they may be affecting portfolio returns, and what investment implications there are for both the shorter- and longer-term horizon. We regularly...