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 ...
Investment Perspectives 1Q April 2017
Diversification, as a fundamental component of prudent investment management, has tested the patience of investors over the most recent bull market in US equities. International equities have trailed by a ...
2017 Global Asset Allocation
US Equities again proved to be the best performing major asset class with a return of 12% in 2016. During the year we experienced rapid sector rotations with large swings ...
Investment Perspectives 3Q October 2016
Consumer purchasing is responsible for about two-thirds of the American economy. Whether it is spending on durable goods, such as cars or housing, or on services, such as education and ...
Investment Perspectives 2Q July 2016
Brexit, a contraction of the words "British exit," refers to the June 23, 2016 referendum by voters in the United Kingdom to leave the European Union (“EU”). The surprising outcome ...
2016 Global Asset Allocation
The Aureus 2016 global asset allocation review combines critical interpretations of global market factors with a particular focus on the following ...
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