Evan's Quarterly Newsletter

Good day everyone. Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. In fact, I’ve had several clients make similar comments to me this year, stating they are happily surprised to see how...

Good day everyone. I hope everyone is doing well and is enjoying the warm weather as of lately. This newsletter is a short one (you’re welcome), summarizing recent events in equity markets as well as providing an economic update. Equity/Stock Market Update...

Good day everyone. Last week equity markets displayed some significant volatility, with the VIX (a volatility index) reaching levels not seen since Covid in March of 2020. While I continue to have high conviction in your portfolios , and for most of us...

Good day everyone. I hope you are doing well, and thank you to those who sent in a nice email (my inbox was flooded) or who I spoke with over the phone or video about my ankle. Everything is healing well, and I think the challenge for me over the next...