News

“History does not repeat itself but it rhymes....To a man with a hammer, everything looks like a nail.” Mark Twain, 1835-1910 Dear clients and friends, Happy New Year. As we open 2021 many of us have questions about the year ahead and the reopening of our economy and...

Adaptation: Modification of an organism or its parts that makes it more fit for existence under the conditions of its environment: a heritable physical or behavioral trait that serves a specific function and improves an organism's fitness or survival. –...

We are thankful, grateful and blessed in so many ways... Happy Thanksgiving to you and your Family! Stonegate Private Counsel...

Dear clients and friends, We hope had an enjoyable summer. It’s hard to decipher where the summer started and ended. We’ll just leave it there. All in all, Stonegate clients have made it through the past investment year in good shape relative to concerns about the...

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair” A Tale...

Sept. 12, 2001 It’s War (New York Daily News) Hundreds dead (The Washington Post) America's darkest day (Detroit Free Press)  June 2008 Job losses reach the worst level in 5 years (CNN) Dow Jones falls below 10,000 as global markets melt (The Daily Telegraph) Fourth...

Since 1925, there have been 14 major market crashes where the US Dow Jones Index has experienced a drop of more than 20%. These major market corrections are usually caused by one of three things; structural breakdowns in the economic system, cyclical changes caused by...

The most important aspects of major market drops are don’t panic and try to have a plan going into it. I’ve been through at least 5 drops in my career when markets have fallen more than 30%. What I’ve learned is to prepare. As they say, “in times of peace, prepare for...

Dear Stonegate clients and friends,  As you are aware, we are witnessing a rapidly changing social, and economic, environment.  As ordered by governments, we are going home for now. We are fully operational from our home offices.  If you would like to discuss your...

We understand periods of volatility are unnerving and stressful.  We’re here to answer any questions you have.   The Corona virus and its impact on economic activity continues to drive the market downturn this year.   Portfolios remain well diversified; you own good...