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Quarterly Report Letter

January 2020

U.S. stock and bond markets rallied again last quarter, and most equity indexes finished 2019 with record highs.

Download our latest Quarterly Report Letter: the companion to your personal portfolio reports for Q4 2019. This letter includes our thoughts on:

  • The 2020 Forecast: We’re in very mature economic and market cycles—what does 2020 hold? 
  • Elections: How might this year’s elections affect the markets and economy? 
  • Recession: Is a recession likely in the near future? 
  • Rates: The outlook for interest rates and the bond markets

Wishing you all the best in 2020,


Kelly Crane, Our Chief Investment OfficerKelly Crane, CFP®, CLU, CFA, MBA 
President & Chief Investment Officer