Market Insights

The Advisor

A quarterly economic newsletter that reflects on the most recent quarters news and gives our outlook going forward.

The Advisor for First Quarter 2018

A look at the past quarter’s economic information including our views going forward

Market Insights

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.

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.

Data Insights

S&P 500 Sector Performance

A detailed look at the S&P 500 Index’s performance over the past decade, broken down by its 11 sectors.