Newsletters
SECOND QUARTER ECONOMIC OUTLOOK

US & World Economy by LESLIE CALHOUN President and CEO Over the past 8+ weeks, we’ve witnessed the fastest stock market sell-off in stocks in our country’s history, with a 34% sell-off in the S&P 500 from  …
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FIRST QUARTER ECONOMIC OUTLOOK

US & World Economy by LESLIE CALHOUN President and CEO A New Year Resolution Both the stock and bond markets had one of the best years on record in 2019, and this most recent decade was the  …
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FOURTH QUARTER ECONOMIC OUTLOOK

US & World Economy by LESLIE CALHOUN President and CEO One for the record books! We have now broken all bull market duration records and have reached all-time highs in our US stock market. Our economic expansion  …
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THIRD QUARTER ECONOMIC OUTLOOK

U.S. & World Economy by LESLIE CALHOUN President and CEO This has continued to be another strong market quarter, with the U.S. economy entering the 11th year of expansion, breaking previous expansion records. While the recovery that began  …
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SECOND QUARTER ECONOMIC OUTLOOK

U.S. & World Economy by LESLIE CALHOUN President and CEO A tremendous rally in the U.S. and global stock markets thus far into 2019 is supported by signs that central banks worldwide are willing to hold tight  …
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FIRST QUARTER ECONOMIC OUTLOOK

Company Update by LESLIE CALHOUN President and CEO Over the past several years, Optivest experienced record growth due to our ability to attract high net-worth clientele and talented, experienced professionals. Yet the end of December brought the  …
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SECOND QUARTER ECONOMIC OUTLOOK

U.S. & World Economy by PRIVATE: MARK VAN MOURICK, Founder ALL WEATHER PORTFOLIOS In our January newsletter we forecasted that interest rates would rise enough to cause the long-term bond market to lose 5%, which would cause  …
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