Important Information on Identity Theft

Identity theft has been a serious threat to consumers for many years. The recent Equifax data breach has raised awareness due to the sheer magnitude of the incident which affected 143 million consumers nationwide. Other notable incidents with recognized consumer brands have included Yahoo (2013), Target (2013), eBay (2014), Home Depot (2014) and Anthem (2015).

Investment Perspectives 3Q October 2017

As tensions and rhetoric around North Korea have escalated over the past few months, many clients have asked us how we believe this translates to market risk. This question and similar ones about geopolitics are presently more common than at any time since the financial crisis. With the backdrop of elevated international tensions, we find this an opportune time to share our perspective on the market risks presented by macro and geopolitical incidents.

Investment Perspectives 2Q July 2017

A common storyline in the financial press has been the leadership provided by the FANG stocks – Facebook, Amazon, Netflix, Google (now Alphabet). More recently Apple has been included with that group (FAANGs) which we will do as we review their contribution to the market’s gains and explore the potential for continued outperformance.