Category: Blog

FinanceMarket Analysis

Slower Growth in August

The month of August brought gains to stock investors. Most broad measures of equities increased by at least one percent. ...
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FinanceMarket Analysis

Less Growth Now, More Growth Later

July marked another month of gains for stock and bond investors. The MSCI All Country World Index, a global measure ...
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Finance

So Far, A Strong Expansion

June became another month of small gains for investors, as domestic stocks and bonds were positive. As the month ended, ...
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Finance

A Lazy May

May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before ...
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Finance

A Pause to Rising Interest Rates

April was a positive month for stocks, with broad equity categories gaining between 2-5.5%. These gains extended to large growth ...
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BlogWebinar

Webinar: 2020 Market Review, Opportunities in 2021, & Tax Tips to Take Now

 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has ...
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Finance

Interest Rates Rising

As discussed in our last client letter, this year has seen a rise in longer-term interest rates. In March, long-term ...
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Finance

U.S. Market Experienced a Large Rotation in Leadership

Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite ...
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Finance

The Performance of the U.S. Bond Market Has Shifted

Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat ...
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