Below you will find our most recent economic and market outlook letters, as researched and written by Andrew Rand, CFA, CFP®. These letters are the consolidated and in-depth version reports that Andrew has been writing for over a decade. They are enjoyed by our clients and friends and we are pleased to share them with you. Please contact us if you would like to be added to our distribution list and receive them quarterly.

All new letters will be posted here when available, so please check back frequently.


Market Outlook Letter, August 2017  (Consolidated) (In-depth)

Market Outlook Letter, March 2017  (Consolidated) (In-depth)

Market Outlook Letter, November 2016 (Consolidated) (In-depth)

Market Outlook Letter, August 2016 (Consolidated) (In-depth)

Market Outlook Letter, March 2016 (Consolidated) (In-depth)

Market Outlook Letter, November 2015 (Consolidated) (In-depth

Market Outlook Letter, September 2015 (Consolidated) (In-depth)

Market Outlook Letter, July 2015 (Consolidated

Market Outlook Letter, March 2015 (Consolidated) (In-depth)

Market Outlook Letter, November 2014 (Consolidated) (In-depth)

Market Outlook Letter, August 2014 (Consolidated) (In-depth

Market Outlook Letter, May 2014 (Consolidated) (In-depth)

Market Outlook Letter, March 2014 (Consolidated) (In-depth)

Market Outlook Letter, November 2013 (Consolidated) (In-depth)

Market Outlook Letter, September 2013 (Consolidated) (In-depth)

Market Outlook Letter, May 2013 (Consolidated) (In-depth)

Market Outlook Letter, January 2013 (Consolidated) (In-depth)

Market Outlook Letter, Winter 2012 (Consolidated) (In-depth)

Market Outlook Letter, Fall 2012 (Consolidated) (In-depth)

Market Outlook Letter, Summer 2012 (Consolidated) (In-depth)

Market Outlook Letter, Spring 2012 (Consolidated) (In-depth)

Market Outlook Letter, Winter 2011 (Consolidated) (In-depth)

Market Outlook Letter, Fall 2011 (Consolidated) (In-depth)

Market Outlook Letter, Summer 2011 (Consolidated)

Market Outlook Letter, Spring 2011 (Consolidated)

Market Outlook Letter, Winter 2010 (Consolidated)

Market Outlook Letter, Fall 2010 (Consolidated)

Market Outlook Letter, Summer 2010 (Consolidated)

Market Outlook Letter, Spring 2010 (Consolidated)

Market Outlook Letter, Winter 2009 (Consolidated)

Market Outlook Letter, Fall 2009 (Consolidated

Market Outlook Letter, Summer 2009 (Consolidated)

Market Outlook Letter, Spring 2009 (Consolidated

Market Outlook Letter, Winter 2008 (Consolidated

Market Outlook Letter, Fall 2008 (Consolidated

Market Outlook Letter, Summer 2008 (Consolidated