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Library » February Perspective
February 01, 2023 | Investing
A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a …
Library » January Perspective
January 03, 2023 | Investing
Goodbye, 2022 From all-time highs in January to a bear market in June – 2022 was nothing short of challenging. Investors and policy makers had to jump over plenty of hurdles including high inflation, rising interest rates, and recession fears. The Fed’s aggressive rate hikes to combat raging …
Library » December Perspective
December 01, 2022 | Investing
The Fed Re-Focuses After a difficult year characterized by higher interest rates, high inflation, and recession fears, markets rallied late in November on fresh Federal Reserve (Fed) governor commentary regarding their potential future moves, providing some semblance of relief for investors. …
Library » An Introduction to Life Insurance
November 18, 2022 | Estate Planning
Introduction Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. The most common use of life insurance is to provide for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child …
Library » From the Desk of our International Small Cap Portfolio Manager
November 17, 2022 | Investing
Global markets and economies have operated amid an environment of increasing globalization for more than two decades. The relentless pursuit of scale and efficiency, looking not just at home but abroad, has resulted in lower costs for consumers and kept inflation under control.
Library » November Perspective
November 01, 2022 | Investing
The Fed vs. Inflation With October’s checkered history including both the 1929 market crash and 1987’s Black Monday, the 2022 rendition fared much better than its reputation as investors weighed their options amongst high inflation readings and the central bank’s plan to lower it. Not only did …
Library » Webinar for Financial Professionals: Third Quarter Market Update
October 07, 2022 | Investing
Inflation hasn’t gone away, and the Fed won’t stop until it does. Higher rates, falling markets, and a relentlessly strong dollar are making for a very difficult setup for the rest of the year. We tackle why this backdrop is as difficult as we’ve seen in decades, and how …
Library » October Perspective
October 03, 2022 | Investing
Stubborn Conditions Pave the Way As high inflation lingers, it provides further justification for the Federal Reserve’s plan of aggressive rate hikes – actions that will continue shaping the economic outlook. With slowing economic growth and rapidly rising interest rates, investors face a …
Library » From the Desk of our Fixed Income Director
September 22, 2022 | Investing
Marc Bushallow, CFA Managing Director, Fixed Income In his capacity as Managing Director of Fixed Income, Marc and his team manage the implementation of our Fixed Income processes and frameworks for both multi-asset and fixed income specific strategies. In addition, Marc is a member of …
Library » Webinar for Financial Professionals: International Small Cap Investing
September 09, 2022 | Investing
Globally, the challenges facing investors and the economy are mounting – inflation, rising interest rates, the Russia/Ukraine war, supply chain issues with China, and the increasing prospects of a recession. While the first half of the year has delivered bad news and volatility, …