With the arrival of March, we stumbled across the one-year anniversary of the COVID-19 related global lockdowns that resulted in the fastest and deepest contraction in the economy since WW II. There is much to celebrate this spring, most notably continued and accelerating progress on the vaccination front.

Last year was one for the history books. In our view, historians and scientists will look back and be aghast at the sheer lack of preparation and ineptitude at all levels of government to deal with the COVID-19 outbreak. We hope you and your family are staying safe...

Though it is already well in the rearview mirror, the third quarter saw a continuation of the market's dramatic recovery from the Covid-19 pandemic. Thus far, this trend has continued into the 4th quarter. Through the end of November, the S&P 500 is now up 64%...