Category: Quarterly Investor Letters

Patten & Patten encourages everybody to follow the CDC’s guidelines, and we are concerned for the safety of all of our clients and their families. 

Happy New Year!  Our 11th Annual Investment Symposium will be on Thursday, February 27, 2020 at the Westin in downtown Chattanooga.  More details will follow

In a pattern similar to 2018, the stock market has entered the final quarter with stellar performance through the first three.  In fact, the S&P

The S&P 500 eclipsed the 2900 level for the first time on September 20, 2018.  Then, the index suffered a sharp correction through the balance

At our Tenth Annual Investment Symposium on February 28, 2019, we presented a theme of “Distractions, Distortions & Dysfunction” and our market outlook that a)

Similar to an athletic competition in which a lead is squandered in the final quarter, the past year’s stock market was noteworthy for posting the

The theme of our first two quarterly transmittals was volatility. The theme of this communication is also volatility, but to be more specific, the lack of

Despite heightened volatility, the major stock market indices all posted positive returns for the Second Quarter.  Leadership was provided by the tech-heavy NASDAQ and small

Early in the First Quarter, the stock market continued its streak of historically low volatility and positive momentum that was characteristic of 2017.  Leadership was

When we wrote our year end 2016 transmittal, we were convinced that tax cuts would provide significant stimulus to the US economy.  We did not