Featured Post Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investm...
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Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the us...
Read More
Market Commentary

Market Outlook

What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domesti...
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Market Commentary

Market Arm Wrestling

At market highs and deep into multi-year economic recoveries, a wrestling match often ensues as the market begins to contemplate its next chapter. Add...
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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Market Commentary

Market Outlook

During the 1988 World Series, legendary Los Angeles Dodgers’ announcer, Vin Scully, spoke these now famous words: “In a year that has been so improbab...
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Manage Wealth

President’s Perspective: Are Investors any Safer?

The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed July 21, 2010. It brought the most significant changes to U.S. financial regu...
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