About: Brad Swinsburg, CFA, CAIA, BFA®

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Bio: CHIEF INVESTMENT OFFICER

Posts by Brad Swinsburg, CFA, CAIA, BFA®:

Market Recap & Outlook | First Quarter 2021

Posted on: 08 Apr 2021

An In-Depth Look at the Markets through year end Cut to the Chase: After a year like 2020, in which…

First Quarter 2021 Market Summary

Posted on: 07 Apr 2021

Summary As we highlighted in our Market Recap, most broadly diversified portfolios of stocks and bonds likely experienced positive but…

On the Horizon: Exploring Market Issues and Events

Posted on: 07 Apr 2021

In this quarter’s video version of On the Horizon, we explore issues and events we think may impact markets in…

On the Horizon: Is Disinflation Over?

Posted on: 05 Feb 2021

Is the prolonged period of disinflation in the U.S. in jeopardy? In the past, our On the Horizon segment of…

Market Recap & Outlook | Fourth Quarter 2020

Posted on: 11 Jan 2021

An In-Depth Look at Markets Through Year-End Cut to the Chase: Markets experienced mild weakness in late October, but that…

Fourth Quarter 2020 Market Summary

Posted on: 11 Jan 2021

Summary  “Life has many ways of testing a person’s will, either by having nothing happen at all or by having…

On the Horizon: An Election Update

Posted on: 07 Oct 2020

In this quarter’s video version of On the Horizon, we take a closer look at an election-related issue that is…

Deeper Dive: Demystifying Stock Market Returns

Posted on: 06 Oct 2020

For the third quarter of 2020, we are excited to share with you a new format for the Deeper Dive…

An In-Depth Look At The Markets Through The Third Quarter

Posted on: 05 Oct 2020

Many investors, including this one, spent a good portion of the 3rd quarter waiting for a market pause or retracement…

Politics and the Market

Posted on: 09 Aug 2020

In our recent On the Horizon video, we highlighted and discussed a number of topics that we expected to impact…