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…

November 2018 Investor Report

Following the trend that began in October, November saw continued selling across all markets and asset classes. The Dow Jones Industrial Average and the S&P…

October 2018 Investor Report

It was a very volatile month for the stock market which saw a vast majority of equity sectors decline in value. We witnessed a lot…

September 2018 Investor Report

As the United States’ economy approaches its tenth consecutive year of growth and the burgeoning “trade war” with China enters its seventh month, we are…