Dear Clients, Financial markets have encountered some turbulence as investors adjust to a new Federal Reserve chairman and a different approach to monetary policy. New Fed chairs are often “tested” by the markets soon after taking office, and this transition appears...

Dear Clients: Over the last few weeks I've received several calls asking essentially the same question: "Has something changed?" After the powerful rally that began in early April, many investors have been surprised by the sudden increase in volatility. Technology...

Dear Clients, After a very strong rally since early April, we believe the stock market deserves a breather. That does not mean the bull market is over. It simply means that markets need time to digest large gains, especially when a handful of areas have moved very...