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  …
READ MORE »

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  …
READ MORE »

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  …
READ MORE »