Category

Market Insights
05
Dec

Must all good things come to an end?

As the market approaches year end, investors and pundits have renewed their focus on Federal Reserve (“Fed”) Chairman Jerome Powell. As volatility gripped markets throughout October, after Powell’s decidedly hawkish comments, more recent statements from the Fed have been enlightening.
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04
Sep

Too Much Tech?

Tech, which has long been the darling of our current bull market, has had a series of unexpected misses in recent months.  What happens when these giants run out of room to grow?
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02
Aug

Unintended Consequences

With Federal Reserve (Fed) officials continuing to raise short-term interest rates, ostensibly to normalize credit market conditions and to prevent the U.S. economy from “overheating,” struggles on the periphery could point to trouble for E.U. and U.S. economies.
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10
Jul

Graduation Day

An overview of the changes to the Global Industry Classification Standard (GICS) will go into effect at the end of September 2018.
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08
Jun

Meet in the Middle

The mid cap space offers a unique opportunity for investors. This overview of the space will get you up to speed on what companies make up the universe, the different indices, and its risk return history.
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01
May

Trump’s Tariff Tweets

President Trump’s ‘tweets across the bow’ to major U.S. trading partners continue to raise concerns that a full blown “trade war” is brewing. However, as many have begun to understand, our somewhat unpredictable President actually has a large degree of predictability about him.
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06
Feb

Implications Of The New Tax Law For Investors

The new tax law realigns the U.S. corporate tax with the rest of the developed world and could be the catalyst for continued market highs.
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06
Feb

History Lesson?

Those who fail to learn from history are doomed to repeat it. We see this time as presenting a great opportunity for actively managed and proactive portfolios. While passive investing presents unique opportunities for investors downside protection should not be forgotten.
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