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Summary: First Quarter 2018
During periods of uncertainty it is important to not get caught up in the daily barrage of headlines and tweets.
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A Deeper Dive – The Impact of Rising Interest Rates
The Federal Reserve has made it clear that they are finally on a path to “normalizing” rates.
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Market Recap – The Return of Volatility | First Quarter 2018
The first quarter of 2018 was a good reminder of just how quickly change can occur in the investing world.
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Market Outlook: Valuations Remain Stretched | Fourth Quarter 2017
Valuations will matter at some point, but pinpointing when that will be is impossible.
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Market Recap: Higher Asset Prices and Little to No Volatility | Fourth Quarter 2017
The fourth quarter continued the year-long theme of higher asset prices and little to no volatility.
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A Deeper Dive – Is 3% GDP Growth Sustainable?
In this quarter's Deeper Dive, we thought we’d jump into the debate over GDP growth and its potential.
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On the Horizon: Six Focus Areas
This quarter's On the Horizon list sees European elections and OIl & Gas drop off. One thing worth emphasizing is
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Market Outlook Third Quarter 2017
As long-term investors, we recognize that while it is interesting to speculate and debate about near-term events and breaking news,
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Four Things Affluent Individuals Need to Know About Transitioning Into Retirement (Part One in a Series)
To shift from earning a steady income to living off your assets in retirement can be unsettling.
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