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Quarterly Update

Market Commentary by Eric Kuby, Chief Investment Officer of North Star Investment Management

Market Commentary Q3 2020

The S&P 500 Total Return Index finished up 8.93% for the quarter and is up 5.57% for the year. The Barclays U.S. Aggregate Bond Index gained 0.62%% for the quarter and is up 6.72% for the year. This has been a historically volatile year for the stock market. Investors...

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North Star Announces New Additions to Team

We are excited to announce two new members to North Star. Eric Papenhagen and Harry Petruleas each have over 20 years of serving the financial needs of families. They will be joining the North Star Family Office, which provides a wide range of services, including:...

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North Star Weekly Update 4.30.2020

NORTH STAR OFFERS FREE FINANCIAL COUNSELING TO THOSE IN NEED We appreciate the people who support our lives right now – first responders and hospital workers, food preparers and deliverers, city workers who keep our city going, teachers conducting classes online, and...

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North Star Weekly Update 4.23.2020

While many are using this unique time to reflect and evaluate, this may be an appropriate time to review existing life insurance policies. Whether life insurance is for personal reasons, such as: Family or income protection Estate planning Wealth accumulation …or...

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North Star Weekly Update 4.16.2020

Reminder regarding 1st Quarter Performance Reports: We are suspending mail copies of this Quarter’s Performance Reports. If you would like to receive an electronic version of your report, please let us know. For those who receive these reports electronically, you will...

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North Star Weekly Update 4.9.2020

North Star will be closed on Friday, April 10, 2020 In recognition of Good Friday, April 10, 2020, all domestic equity and bond markets, as well as North Star, will be closed. The bond market will also close at 2:00 PM ET on Thursday, April 9. Please note that the...

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North Star Weekly Update 4.2.2020

As you know, our offices are closed and all North Star employees are working remotely. We have not encountered any interruption of services and we can still be reached at our normal phone numbers and email addresses. As a reminder, PLEASE DO NOT PLACE TRADE...

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North Star Weekly Update 3.25.2020

To our Valuable Clients and Friends, as you most likely know on Friday, March 20th, Illinois Governor Pritzker issued a “stay at home” order for the entire state. Complying with this order, North Star employed our Business Continuity Plan and instructed all employees...

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North Star Weekly Update 3.13.2020

To safeguard our employees from the coronavirus outbreak, we have asked our employees to work from home as a precautionary measure. Effective today, Friday March 13, we will not be working in the office. We will still have uninterrupted access to email, and we can...

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Quarterly Update & Kuby’s Commentary Archives

Explore Other Insights

Kuby’s Commentary

Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends.

The North Star InvestCast

The North Star InvestCast aims to guide investors on actionable insights in the securities markets. Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.