Investment Strategy Quarterly | April 2021
Letter from the Chief Investment Officer …
Investment Strategy
Investment Strategy Q4 2020
This October marks 80 years since the opening of the Pennsylvania Turnpike, America’s first highway. Highways have been a critical driver of economic growth due to the connectivity, speed, and efficiency they provide. As Confucius so appropriately stated, “roads were made for journeys, not destinations.”, …
Investment Strategy Q3 2020
“Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of the American flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for those who are suffering from …
Investment Strategy Q2 2020
The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the …
Investment Strategy Q1 2020
As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with …
Investment Strategy Quarterly
Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This memorable observation could just as easily be …
