2019 Global Asset Allocation
2018 – Year in Review The financial markets last year were a mirror image of their performance in 2017. Two years ago, optimism reigned, as both economic and political forces ...
Investment Perspectives 4Q December 2018
Recently, the market downturn has dominated headlines in the financial press. While selloffs are to be expected in the equity markets, that doesn’t make them any less unsettling when they ...
Investment Perspectives 3Q October 2018
Reshuffling the deck: The S&P is modifying the major categories of the market in the most significant reclassification of industry groups since the index officially adopted standardized sectors back in ...
Investment Perspectives 2Q July 2018
Over the past several months the terms tariff and trade war have garnered increased attention in the media. President Trump is emphatic that the United States is engaged in several ...
Investment Perspectives 1Q April 2018
During the first quarter of 2018, the stock market reminded us once again that it can and does go down from time to time. Unfortunately, in practice the ability to ...
2018 Global Asset Allocation
2017 Year in Review The S&P 500’s outperformance streak versus international markets came to an end in 2017, with both developed and emerging equity markets outperforming the US, and emerging ...
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 ...
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 ...
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 ...
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