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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risk...
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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...
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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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