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Investments Category

  • Market Perspectives Q3: Quarterly Recap

    Quarterly Recap Major macro factors affecting the economy and financial markets over the next six to twelve months include trade policy, interest rates, earnings growth, Federal Reserve (Fed) policy, and geopolitical uncertainty. The U.S. economy continued to expand at a moderate rate in the first half of 2018, although growth was a bit uneven across […]

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  • How Much Risk Can You Take?

    Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict exactly how, where, or when precarious situations will arise. Market risk refers to the […]

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  • Market Perspectives: Q4 2017

    4th Quarter Quarterly Recap Macro factors affecting the economy and financial markets over the next six to twelve months include U.S. earnings growth, Federal Reserve policy, tax reform and interest rates. The Federal Reserve (Fed) continues to emphasize that monetary policy will follow the data. While the pace of a policy change is uncertain, barring […]

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  • Market Perspectives: Q3 2017 Newsletter

    We have released our 3rd Quarter (Q3) 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Market Perspectives: Q2 2017 Newsletter

    We have released our 2nd Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Market Perspectives: Q1 2017 Newsletter

    We have released our 1st Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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