Wednesday, July 20, 2022

Stock Market Snapshot (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.


  1. Marty: Thanks for this great video! I read an article from Bloomberg today that Blackrock holds approximately $10 trillion investment portfolio. So far for the past 6 months, Blackrock has lost $1.7 trillion. That is a crazy amount of loss within a short period of time. In comparison to us, we are definitely in great shape given the fact that we can sleep at night knowing that risk is being mitigated on a daily basis. Much appreciated again for your hard work and the hard work of your staff.

    1. Always my pleasure Sam! And thank you for that generous feedback!