Outlook & Commentary

We invite you to review our perspectives on the market through our annual Outlook and quarterly Commentary newsletters.

These newsletters represent a general outlook and comments by our firm and do not constitute specific investment advice. Our views on markets, investments, and portfolios change as new information is available.

You will need Adobe Acrobat Reader to view our Outlook newsletter. If you do not have it already, download it for free from the Adobe website.

Download June 2018 Commentary


Past issues:


April 2019 Commentary

January 2019 Outlook

Fall 2017 Commentary

April 2017 Commentary

January 2017 Outlook

Fall 2016 Commentary

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts