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Economic Overview: Third Quarter 2016
While we are in the fourth longest economic expansion in U.S. history, growth continues at a slow pace.
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The Evolution of Passive Strategies
The universe of what falls under the "passive" strategy umbrella is expanding rapidly. Brad Swinsburg takes a look at it
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The Great Investment Debate: Active or Passive
The asset and wealth management industry has a tendency to turn every investment debate into a black or white decision.
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Are we the right fit for you?
Choosing a wealth management advisor can be challenging. There are so many things to consider to determine who is the...
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Asset Class Summary: Second Quarter 2016
One of the cornerstones of our investment philosophy is that asset allocation is the most important decision in designing an
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Asset Class Summary: First Quarter 2016
As we have discussed many times, trying to guess the short-term movements of the stock market is a futile exercise.
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Brexit: The Week After
Since our commentary on June 24, 2016, markets have rebounded modestly, with the S&P 500 closing yesterday (Wednesday) up almost
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Economic Overview: Second Quarter 2016
Our second quarter Economic Overview covers the rate of economic growth, our view on corporate earnings and what we see
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Market Overview: Second Quarter 2016
With the first half of the year behind us, many of the concerns worrying the markets continue to persist and
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