News & Insights

Here's what’s going on in our firm. We’re constantly learning new ways to enhance our clients’ wealth and want to share those experiences with you.

Second Quarter 2017

Second Quarter 2017: Building on the strong performance of the first quarter, financial markets continued to show optimism about the future. Global stocks, led by foreign developed and emerging market companies, increased 4.3% during the past three months bringing the year-to-date return to 11.5%. In contrast, falling oil prices…Read more »

First Quarter 2017

First Quarter 2017: Emerging market stocks shook off their post-election woes and posted a double digit return for the first quarter of 2017. This gain far outpaced global stocks that as a whole appreciated 6.9%. In contrast, U.S. small caps gained a mere… Read more »

Year End 2016

Year End 2016: When the dust settled, 2016 was a good year for many asset classes. Stocks around the globe appreciated, led by double digit returns in the U.S. and the emerging markets. Non-traditional assets appreciated across the board, led by double digit returns in commodities and infrastructure. Municipal bond investors, however, did not fare so well … Read more »

Candidate Trump vs. President Trump

The Vote: On November 8, 2016 an election was held to determine who will lead the country for the next four years.  Leading up to the vote, numerous polls were conducted to gauge the mood of the American people and determine their thoughts on the future of our country.  Some… Read more »

Third Quarter 2016

Q3 2016: Most asset classes rose during the third quarter despite lackluster earnings results, anemic economic growth, and somewhat expensive domestic valuations. For many, traditional metrics used to value assets and make capital allocation decisions have been replaced by “TINA” or “There Is No Alternative.” With interest rates near zero… Read more »