Investments

January 3, 2019

Update from Our CIO: Staying Positive About the New Year’s Outlook

As we begin a new year and look toward what it may bring, negative headlines and declining stocks have many…

December 21, 2018

[UPDATE FROM OUR CIO]: A Different Perspective

What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you?…

December 18, 2018

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

Download the PDF here With the holiday season upon us and decorations lining the streets, two colors seem to be…

November 21, 2018

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

Download the PDF here The U.S. Treasury Department has released details on proposed regulations involving the tax implications of certain…

October 25, 2018

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

Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the…

May 16, 2018

[Investment Monthly] Looking Beyond the Sideways Market

Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…

April 20, 2018

[Investment Quarterly] Is a New Market Regime on the Horizon?

Download the PDF here “When the weather changes, nobody believes the laws of physics have changed. Similarly, I don’t believe…

March 27, 2018

[Investment Monthly] When It Comes to Portfolio Construction, What’s Top of Mind for Investors?

Download PDF Here Recently, a study that Vanguard and Spectrem Group jointly conducted on investor behavior indicated that when it…

February 19, 2018

[Investment Monthly] What Does Tax Reform Mean for Municipal Bonds?

Download the PDF here Late last year, Congress passed and the president signed into law the Tax Cuts and Jobs…

February 5, 2018

Reminder: Keep Recent Dow Drop in Context

Over the last two business days, the stock market has fallen almost 1,800 points. To most, this appears to be…