Research
  • list all
  • April 15, 2017 Dear Client: Over the last 18 months we have fielded many questions from our clients and prospective clients, as well as friends and family. With so many events happening, from Brexit to several worldwide elections, the political climate has been interesting to say the least.  And while many of these events may […]

    January 15, 2017 Dear Client: 2016 Review From the vote in the United Kingdom to exit the European Union, to the Chicago Cubs’ first World Series win in 108 years, to the results of the U.S. presidential election, 2016 has been a year of surprises. Perhaps the biggest surprise, especially in light of the correction […]

    October 15, 2016 Dear Client: Continuous Learning As our company name Noesis indicates, learning is key to our business process and crucial in providing quality financial services to our clients.  Our analysts, portfolio managers and advisors regularly attend industry and investment conferences to discover new developments and ideas and update our knowledge. We most recently […]

    July 15, 2016 Dear Client, Mid-Year Review For the first six months of 2016, the S&P 500 Index has traded in a 310 point range from -11.4% to +3.7% before finishing with a price gain of 2.89%. The rebound in US stocks staged in late February and March carried through until mid-April, when weak earnings […]

    Fiduciary Standard A hot topic in industry publications and on nightly news has been focused on the Department of Labor’s April 2016 announcement of the “fiduciary standard” which Noesis has adhered to for over two decades. From a June issue of the Financial Times, “(The fiduciary standard) demands that financial advisors act in the clients’ […]

    April 15, 2016 Dear Client: The first three months of 2016 came in like a lion and went out like a lamb, with the S&P 500 Index falling 10.5% on a closing basis, and rallying back to a slight gain on March 31. While we have discussed stock market volatility in recent letters, we felt […]

    January 15, 2016 Dear Client: 2015 Review 2015 proved to be a challenging year as most major global equity markets posted negative returns. After rising almost 3.5% through mid-May, the S&P 500 fell over 12% by late August, before ending the year at -0.7% on a price basis. The Dow Jones posted its first decline […]

    October 15, 2015 Dear Client: October marks Noesis Capital Management’s 20th anniversary of business. For the past two decades we have had the privilege to serve over 500 families and have been fortunate to make many lifelong friends along the way. Our staff has grown, our assets under management have grown and we continue to […]

    July 15, 2015 Dear Client: Midyear Review 2015 has been eventful thus far as American Pharaoh triumphed to become the first Triple Crown winner since 1978, official U.S. diplomatic contact has taken place with Cuba for the first time since 1961, and David Letterman retired from late-night television after 22 years. As for stock markets, […]

    April 15, 2015 Dear Client: LIFE GOAL INVESTING The date of this letter is April 15. On this day, many of us in the United States will write a check to the IRS to pay our taxes. This reminds us of our yearly budget: daily living expenses, healthcare, taxes, education, insurance, transportation, travel, entertainment, etc. […]