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Friday, April 12, 2019

To date, 2019 has surprised many investors with the strength in equity prices. We expect a more positive environment in general in 2019 with periodic corrective phases. Over the years of managing client portfolios, there are some core...

Friday, April 12, 2019

What a difference a year makes. At this time last year the U.S. Federal Reserve, “the Fed”, had just raised the federal funds rate, the most important benchmark for short-term rates, by 0.25% to 1.75%. The new Fed Chairman,...

Friday, April 12, 2019

The market’s mood shifted dramatically as the calendar turned, with global stocks rebounding in the first quarter of 2019 from a very difficult fourth quarter of 2018. Double-digit declines in US and international markets in 4Q...

Friday, April 12, 2019

The U.S. stock market is off to one of its best starts in history, but let’s not forget that 2018 was marked with increased volatility that caused many investors to consider exiting the markets, especially during the last quarter...

Friday, April 12, 2019

Experience has demonstrated that Artificial Intelligence (AI), like other technologies, will likely cause both disruption and growth opportunities. Even though AI is a headline-grabber today, AI has come a long way in the last few...

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Friday, April 12, 2019

We are all aware of the overwhelming cost of a college education today. Tuition and fees continue to climb each year with no end in sight. Saving enough to fund your child’s (or grandchild’s) education can be a daunting...

Wednesday, October 17, 2018

2018 has been a challenging year for many global equity markets. There are three factors that matter most today for global economies and markets: Central Bank policy is changing in U.S. – thus allowing interest rates to rise....

Wednesday, October 17, 2018

Stock Selection: Balancing Quality, Value and Growth “Don’t put all your eggs in one basket”, is age-old advice. Indeed, we talk extensively about diversifying your investments geographically (US, Foreign Developed...

Wednesday, October 17, 2018

Thank you to all who attended our fixed-income session at the conference this year. Unfortunately, we didn’t have quite the level of interest we had at last year’s session. I suppose next year I will have to come up with a...

Wednesday, October 17, 2018

If you’re considering retirement and have purchased stock of the company you work for within your retirement plan, you have an opportunity to manage the income taxes you pay on any plan distributions by taking advantage of an...

Wednesday, October 17, 2018

Pictured here is Rob Lutts with an executive of Western Pest Services, a division of Rollins, Inc. Rob Lutts attended an investment program in August at the New York Stock Exchange by Rollins, Inc. (ROL). Rob was there researching the...