We discuss the artificial low interest rate environment and what strategies investors could apply to counteract this environment.
Download January 2012 commentary
Same Problem, Different Name
We discuss the similarity between the crisis in 2008 and how the current financial crisis keeps unfolding
Download October 2011 commentary
Daily Press article, “The King of K”
Craig is profiled in a local newspaper for his success story, both on the baseball field and in the board room.
Download July 2011 Article
Sacramento Bee article, “Folsom investment adviser launches new mutual fund”
John Pearce and Craig Van Hulzen comment on the launch of our new mutual fund
Download Sacramento Bee Article July 2011
Where Has All The Income Gone
We discuss the effects of quantitative easing on future economic growth and the importance of income in today’s market environment. An example of a covered call is also presented.
Download July 2011 commentary
The Big Squeeze on Middle Class America
We discuss inflation, the Fed´s quantitative easing program and unemployment, as well as potential actions the government may take to “solve” the debt burden.
Download April 2011 commentary
Investor Letter
We discuss some key market trends and our risk management process as it relates to the high net worth investor.
Download January 2011 commentary
Less or More?: Consumers and Government Chart Different Paths To Recovery
We discuss the interesting contrast between consumers and governments, how consumers are de-levering as governments continue to borrow and spend in order to stimulate growth.
Download October 2010 commentary
From Crisis To Response: Investing In A Time Of Reform & Regulation
We discuss today´s regulatory environment (the recent healthcare and financial reform, plus the potential for tax and energy reform) as well as strategies for managing through all the uncertainty.
Download July 2010 commentary
You Can´t Rush Reality
We discuss the optimism that has driven the market higher, the expansion of debt that is likely to make things challenging going forward, and why a strategy of “singles and doubles” makes more sense than swinging for the fence.
Download April 2010 commentary