Perspectives

Join us for a video on Municipal bonds – hosted by Leigh Hurd with Ryan Kenny and Kevin Behrendt.                  

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 [...]

With the benefit of hindsight, few tasks look easier than pointing out a market peak. Looking at a price chart of the stocks market, it is easy to point to the top and say, “Here is where to sell [...]

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 [...]

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 [...]

It’s been a fairly eventful couple of months in the investment markets, highlighted by a marked increase in volatility and, for the month of June, negative returns across virtually all major [...]