Perspectives

During this very difficult time, we thought it would be helpful to frame our observations around the impact the coronavirus may have on the U.S. economy and investment markets in the near-term [...]

On March 1st, 2018 President Trump announced his intention to impose significant tariffs on steel and aluminum imports. The announcement sent stock and bond prices falling, stoking fears of [...]

Throughout financial history, every bull market seems to be characterized by some new investment product or vehicle that captures investors’ fancy. Like housing bonds in the early 2000’s, mutual [...]

September is historically the worst calendar month of the year for stock market returns. Since 1950, the average September return for the S&P 500 index is -0.7%.  Additionally, negative news [...]

After a year of unprecedented volatility, investors were surprised to learn that the S&P 500 finished up 2.1% (including dividends) and the Barclays Cap Aggregate Government Credit Bond Index [...]

Forty-two percent [1].  This is the percentage of large cap fund managers that beat the S&P 500 return of 1% over the past five years.  Assembling a portfolio of assets to succeed in a [...]

Over the past several weeks, stock markets around the world have been volatile and are generally trading lower.  Here in the U.S., while the S&P 500 remains in positive territory [...]

Whether it is retirement planning, funding future education for children or grandchildren, or the possibility of helping a family member financially down the road, most people have at least one [...]

Investors are no doubt weary of hearing about all of the geo-political and economic risks in the world. The last five years have been exhausting, filled with unprecedented volatility, global [...]

World headlines continue to be mostly negative and rotate between the crisis in Europe, the economic slowdown in China, the ongoing unrest in the Middle East, and the upcoming U.S. election and [...]