Investment Report: Risk Back On?

by Kelly Schmitt | Feb 22, 2019 | Uncategorized

Download the PDF here After a difficult and tumultuous end to 2018 for the markets, equities broadly rallied to start the New Year. The markets were buoyed by strong economic data at the beginning of the year, positive comments and developments related to trade and...

[UPDATE FROM OUR CIO]: A Different Perspective

by Kelly Schmitt | Dec 21, 2018 | Investments

What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you? Bear with me for a moment and consider this: In 2017, the S&P 500 was up 21.83% and just about every market segment (size, style, geography) was up...

[Investment Monthly] ‘TIS THE SEASON: WILL THE MARKETS HAVE A GREEN OR RED YEAR?

by Kelly Schmitt | Dec 18, 2018 | Investments

Download the PDF here With the holiday season upon us and decorations lining the streets, two colors seem to be ubiquitous: red and green. In the investment world, when looking at a color-coded return table or heat map, green often represents a positive return while...

[Investment Monthly] Qualified Opportunity Funds: What Investors Need to Know

by Kelly Schmitt | Nov 21, 2018 | Investments

Download the PDF here The U.S. Treasury Department has released details on proposed regulations involving the tax implications of certain investments in “qualified opportunity zones” (QOZs). These proposed regulations are in response to a provision included in last...

[Investment Quarterly] Economy on Solid Footing but Caution Still Warranted

by Kelly Schmitt | Oct 25, 2018 | Investments

Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the past few years, we’ve had plenty of news to distract investors from what’s driving the markets. While headlines have been...