Aequitas Quarterly Investment Report – Q3 2020
Maintaining Balance in Troubling Times”

Aequitas Quarterly Investment Report – Q2 2020
Reconciliation: The Stock Market vs. The Economy; Our Nation”

Aequitas Quarterly Investment Report – Q1 2020
“The World Turned Upside Down”

Aequitas Quarterly Investment Report – Q4 2019
“Hindsight is 2020”

Aequitas Quarterly Investment Report – Q3 2019
“Is the Glass Half Full or Half Empty?”

Aequitas Quarterly Investment Report – Q2 2019
“Schrodinger’s Cat and the Paradox of Today’s Investment Markets”

Aequitas Quarterly Investment Report – Q1 2019
“Rebounding to a Slower Growth Scenario”

Aequitas Quarterly Investment Report – Q4 2018
“Not Afraid of Volatility, Just Don’t Want to Be There When It Happens”

Aequitas Quarterly Investment Report – Q3 2018
“Important Lessons Applied Over the Past 30 Years”

Aequitas Quarterly Investment Report – Q2 2018
“Maintaining Long-Term Convictions amidst Short-Term Uncertainties”

Aequitas Quarterly Investment Report – Q1 2018
“Dealing with Volatility (and Increasing Happiness?)”

Aequitas Quarterly Investment Report – Q4 2017
“Rational or Irrational Exuberance?”

Aequitas Quarterly Investment Report – Q3 2017
“Focusing on Factors We Can Control”

Aequitas Quarterly Investment Report – Q2 2017
“Making Progress Despite the Noise and Uncertainty”

Aequitas Quarterly Investment Report – Q1 2017
“The Post Election Plateau”

Aequitas Quarterly Investment Report – Q4 2016
“Navigating Our Way Through Uncharted Waters”

Aequitas Quarterly Investment Report – Q3 2016
“Focusing on Fundamentals and Investing for the Future”

Aequitas Quarterly Investment Report – Q2 2016
“Stocks Seem to be Climbing a Wall of Worry”

Aequitas Quarterly Investment Report – Q1 2016
“Has the Global Economy Become Mired in the New Mediocre?

Aequitas Quarterly Investment Report – Q4 2015
“Outlook for 2016 – A Year of the Bull or Bear?”

Aequitas Quarterly Investment Report – Q3 2015
“Time is on the Investor’s Side”

Aequitas Quarterly Investment Report – Q2 2015
“Planning for Uncertainties in an Uncertain World”

Aequitas Quarterly Investment Report – Q1 2015
“Bumping Up Against a Ceiling of Uncertainty?”

Aequitas Quarterly Investment Report – Q4 2014
“Oil Prices, the 1% and the Tortoise and the Hare”

Aequitas Quarterly Investment Report – Q3 2014
“Navigating through a Troubled Global Sea”

Aequitas Quarterly Investment Report – Q2 2014
“Stock Correlations and Value Investing”

Aequitas Quarterly Investment Report – Q1 2014
“Farewell Ben, Hello Janet”

Aequitas Quarterly Investment Report – Q4 2013
“Despite the Headwinds, a Surprisingly Strong 2013”

Aequitas Quarterly Investment Report – Q3 2013
“Investing Amid Political Dysfunction”

Aequitas Quarterly Investment Report – Q2 2013
“The Art of Letting Go”

Aequitas Quarterly Investment Report – Q1 2013
“Stock Market Hits Record High…What’s the Big Deal?”

Aequitas Quarterly Investment Report – Q4 2012
“Now Playing…Debt Ceiling Crisis: The Sequel”