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October 18, 2021 | Market Commentary
September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …
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All AudiencesOctober 11, 2021 | Market Commentary
In this webinar, we talk with Jay Welles and Jake Boak of the Research team discussing the Tech sector, the turbulent end of the quarter, and what it all means for the quarter ahead.
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Financial AdvisorsOctober 01, 2021 | Market Commentary
Volatility Strikes Back US equities experienced the return of volatility toward the end of September as economic growth concerns, legislative turmoil, and rising interest rates sparked a stretch of choppy trading. The S&P 500 Index fell 4.8% over the month, snapping a lengthy streak of …
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All AudiencesSeptember 30, 2021 | Fiduciary
Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …
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Non-ProfitsSeptember 29, 2021 | Market Commentary
The days of downloading software to your desktop or a local server now seem like a distant memory. Today, software is increasingly hosted in a remote datacenter (aka the “cloud”) and accessed on the Internet via a web browser or mobile app. The implications are far reaching. The shift has not …
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All AudiencesSeptember 24, 2021 | Financial Planning
Talking to your kids about money and aging is sensitive, important, and can be difficult. These are hard conversations that also need to happen regularly, especially for parents of the ‘sandwich generation’. For this generation, many are now providing support on two sides. Nearly half of …
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IndividualsSeptember 14, 2021 | Market Commentary
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
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All AudiencesSeptember 08, 2021 | Financial Planning
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
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All AudiencesSeptember 01, 2021 | Market Commentary
The Beat Goes On US equities rose again in August with the S&P 500 Index rising 2.9% over the month. The gains extend the equity market’s winning streak up to seven consecutive months. Global markets rose as well with the MSCI All Country World Index rising 2.4% for the month. In fixed income, …
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All AudiencesAugust 30, 2021 | Market Commentary
The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …
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