Investments Category


  • Risk

    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 4th Quarter

      Volatility has reappeared, but don’t lose focus. The third quarter ended strong but recently, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Concerns about rising U.S. interest rates, trade disputes and the technology sector contributed to declines for all three major […]

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  • 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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  • Market Perspectives 2nd Quarter

    Quarterly Recap Major macro factors affecting the economy and financial markets over the next six to twelve months include interest rates, earnings growth,  monetary policy, and global economic growth. Economic data for January and February suggest a soft start to the year, but growth is widely expected to remain strong in 2018-19, supported by expansionary […]

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  • Risk

    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 […]

    Learn more
  • 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 […]

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