Prepare for Liftoff (and Turbulence)

Prepare for Liftoff (and Turbulence)

By Ryan Turbyfill, MBA   With the warmer weather coming, mask and social distance showing success and vaccines rapidly rolling out, many parts of the economy are opening again. With the economy preparing to lift off with positive outlooks into many sectors in...
2021 Portfolio Reporter

2021 Portfolio Reporter

By Jamie Cornehlsen, CFA In this annual letter I want to cover the economy, earnings, performance review, and attribution analysis which led to the returns. I hope to provide you with information on how we invest. View...
Thoughts on the Market

Thoughts on the Market

To say the least, it has been quite a year and we still have 4 months to go.  From the fastest bear market decline in history (a drop of 20% or more for recent high), to a market bottoming in late March, to an ongoing market rally that I think has surprised even the...