Category Archives: Commentaries

November 19, 2021

INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY

Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%.

EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY

At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially.
May 28, 2021

Infrastructure Plus Strategy: Q1 2021 Commentary

Looking back at how the market has performed over the first quarter, the choppy and divergent market reflected both headwinds and tailwinds.
April 26, 2021

Equity Income Strategy: Q1 2021 Commentary

Stimulus and vaccine optimism ran high during the first quarter with all eyes on the reopening of the economy and a return to some sort of normalcy in the not so distant future.
February 9, 2021

Infrastructure PLUS Strategy: Year-end Commentary 2020

Before we delve into Infrastructure PLUS’s 2020 performance, we would like to take a moment to thank all our early investors.
January 14, 2021

Needle In a Haystack

Short Duration Municipal Bond Strategy: Q1 2021
October 26, 2020

Equity Income Strategy: Q3 2020 Commentary

The COVID-19 pandemic continued to upend the global economy in the third quarter as cases and deaths rose.
September 14, 2020

James West Discusses Investments that Counteract Inflation with U.S. News & World Report

The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines.
July 29, 2020

James West Discusses Income Investing Strategies with ThinkAdvisor

With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before.
June 30, 2020

Infrastructure PLUS Strategy: Q2 2010 Commentary

Here we have our inaugural review of our first quarter running our Infrastructure PLUS strategy.
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