Quarterly Newsletters

CURRENT EDITION:
Q3 2017 market commentary

Market Commentary – Q3 2017

THIRTY-FIVE YEARS OF PERSPECTIVE

By: James K. Tonrey, Jr., Chief Executive Officer

I entered the investment business thirty-five years ago in August, 1982. Certainly, a lot has changed in that time. Interest rates were double-digits and financial markets were reeling from a stagnant ‘70’s. My mentor even advised me to go into another line of business. To complicate matters, I had been offered an assistant coaching job at Dartmouth College. After some long introspection, I decided to pursue a career in the financial services industry, specifically investment management. Moreover, I decided to join the ranks of investment professionals that focused principally on the individual investor rather than the institution. I wanted to have a relationship directly with the people for whom I worked.[Read More]

PREVIOUS EDITIONS:
June 30, 2017
March 31, 2017
December 31,2016
September 30, 2016
June 30, 2016

coulser-advocate-small