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                                                 October 2021 Newsletter

Thanks for Your Patience & Persistence in Times of Change...

As we've talked to many of you, we've appreciated your kind words as we work to help you sort through the maelstrom of paperwork and to serve you during this time of transition. Amidst the often overwhelming bits of paper and details, we are here to help you accomplish your most important financial goals.

For those of you who like a more market-oriented perspective of the financial world, we hope you find the following analysis to be thoughtful and timely.

Whether we have talked to you or not, we appreciate you and the opportunity to be of service.

First and foremost, we're here for you so let us know if we can help or if you have any questions.


The Values & Vision Team

Paper: Is Delta creating Alpha? 

This interesting paper by analysts at Delaware Funds dives into current market-related events. Here's a summary:

One large question for global asset allocators may be: With so much still in flux globally, where are the true pockets of opportunity in the post-pandemic landscape? Recent signs have indicated investor optimism.

Meanwhile, notable economic dislocations like supply-chain bottlenecks and labor shortages extended the inflation threat and negatively affected recent manufacturing and services. This investor roundup looks at these and other developments across the capital markets. Included are commentaries on the current market, a look at China’s regulatory crackdown, and a discussion of the breakthrough of alternatives and other private market opportunities.

Click here to read more

Quotes & Quips

"Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it." - Albert Einstein

"The individual should act consistently as an investor and not as a speculator." - Benjamin Graham

"In many ways, the stock market is like the weather in that if you don't like the current conditions, all you have to do is wait a while." - Low Simpson