Cass Freight Index Report – A metric to watch

By: Stash Graham When looking for leading indicators of industrial production, or general economic activity, the Cass Freight Index Report provides a detailed look at…

May 2019 Investor Report

As of this writing, the Dow Jones Industrial Average just completed its fifth consecutive week with losses (the longest losing streak since 2011). Markets continue…

April 2019 Investor Report

April continued several prevailing trends of the last several months. The S&P 500 was up over 3 percent, the Dow Jones was up over 2…

April’s Job Report: Strong headline number, but look deeper

By: Stash Graham The monthly BSL Employment Report generates a surprising amount of discussion by investors and analysts. do receive other leading indicators (more on…

Don’t fret over one chart

By: Stash Graham When evaluating a stock many retail investors look at many types of charts displaying a company’s share price. Fear generally comes when…

Qualified dividends: A good way to mitigate that tax bill

By: Stash Graham For an investor, who is approaching, or is in retirement, maximizing asset growth is not a typical goal, but maximizing income generation…

March 2019 Investor Report

March was another strong month for our portfolios. Market performance was initially concerning, as we saw the S&P 500 down more than 2.5 percent during…

February 2019 Investor Report

February was a continuation of many trends that were established in January. Although lacking the swell of the preceding month, all asset classes nonetheless appreciated:…

January 2019 Investor Report

January saw rebounds across the markets until the final several days, which brought a return of selling pressure. our positions came back with the broad…

December 2018 Investor Report

“The Worst December Since the Great Depression” The headline above has been repeated consistently in the media recently. It is remarkable to see how our…