Michael Carlisle
Q3-2021 Wealth Management Update
By Michael Carlisle on October 12, 2021
2021 Third Quarter Market Review By Michael Carlisle, Vice President & Investment Committee Chair As the third quarter ends, we invoke the Bard’s famous question as it relates to inflation in...
-
Q2-2021 Investment & Wealth Management Update
By Michael Carlisle on July 9, 2021
Second Quarter Market Review By Michael Carlisle, Vice President & Investment Committee Chair As we come to the end of Q2 the calendar reminds us that mid-year has arrived and the outlook for...
-
2021 FIRST QUARTER MARKET REVIEW
By Michael Carlisle on April 16, 2021
2021 First Quarter Market Review By Michael Carlisle, Vice President & Trust Officer; Investment Committee Chair As we pass the one-year anniversary of the onset of the Covid-19 pandemic...
-
2020 Year-End Market Review
By Michael Carlisle on January 21, 2021
2020 Year-End Market Review By Michael Carlisle, Vice President & Investment Committee Chair The word “unprecedented” is often overused, but in reference to 2020 it almost seems an...
-
2020 Q1 Wealth Management Update
By Michael Carlisle on May 1, 2020
Predicting Beyond COVID-19 By Michael Carlisle, Vice President & Investment Committee Chair Clients and Friends: You’ve no doubt been inundated with information regarding COVID-19 and the...
-
Investment Rules to Live By
By Michael Carlisle on March 5, 2020
Fear of the inevitable global economic impact from the spread of the Coronavirus drove fixed income yields to record lows to close out February trading. Equity markets experienced their worst weekly...
-
The Key to Successful Long-Term Investing
By Michael Carlisle on March 22, 2017
I am often asked, “What is the most common error that investors make?” Without hesitation my answer is lack of self-control. Warren Buffett’s mentor Benjamin Graham famously said, “The investor’s...
-
Investment Risk: A Deep Dive
By Michael Carlisle on March 18, 2016
It is almost a universal investment convention that “asset allocation” is the single most influential factor in determining investment returns. Asset allocation refers to how much is allocated to...
