Featured Post Market Commentary

Was the Fourth Quarter Really Just a Glitch?

It has been reported that 90% of asset classes suffered losses in 2018. There were few places to hide, even for well-diversified investors. As we will explain, this was an unusual outcome. The losses ...
Read More
Market Commentary

Market Outlook

As investors entering 2018, we are experiencing a nine-year-old bull market in domestic equities, with many of the major technology companies leading ...
Read More
Grow Wealth

Inflation: Is This the Inflection Point?

The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the Pres...
Read More
Market Commentary

Negative Interest Rates: The Imaginary Has Become Reality

In finance and economics, negative interest rates were thought to be imaginary and impossible. In the last few years, the impossible has become realit...
Read More
Grow Wealth

Uncertainty and Change: Working with a Single-Digit World

Uncertainty and change are something we live with every day, and, as investors, we always have the current crises and global issues as the backdrop fo...
Read More
Market Commentary

Market Outlook October 2013

Asset returns over the 12 months ending September 30, 2013, have been a contrast in results. U.S. equities returned roughly 20% (as measured by the S&...
Read More
Market Commentary

Breaking News for Municipal Bonds

When conducting our due diligence into the municipal bonds we purchase on behalf of our clients, the reliance on municipal insurance is minimal in Cli...
Read More

Stay Connected