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Library » May 2019 Perspective
May 02, 2019 | Market Commentary
New All-Time Highs If the first four months of 2019 feel like déjà vu, that’s because it just might be. Much like in 2017, a year in which US stocks rose in all twelve months for the first time in history, stocks are again on a relentless rise, posting one all-time high after another. In April, …
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All AudiencesLibrary » Second Quarter 2019 International Perspective
April 24, 2019 | Market Commentary
International equities bounced back strongly in the first quarter as the sharp selling pressure experienced late last year evaporated. Although the gains internationally were not as significant as in domestic markets, foreign equities were able to pare much of their recent losses.
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All AudiencesMarkets & Economy » The Streaming Wars Have Begun
April 23, 2019 | Investment Themes
If you’ve changed the way you watch TV in the last few years, you are not alone. Not long ago, home entertainment was a game where everyone was a winner. As recently as 2011, 90% of US households had some sort of pay TV (via cable, phone company, or satellite). Cable companies raised rates …
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All AudiencesMarkets & Economy » Waiting on Housing’s Generational Shift
April 10, 2019 | Investment Themes
Just like sunshine and chirping birds, ubiquitous For Sale signs are a sure sign of spring. More than ten years after the Great Recession, which saw home prices plummet, the housing market has certainly come a long way from the bottom. Despite significant improvement, however, home ownership …
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All AudiencesLibrary » April 2019 Perspective
April 02, 2019 | Market Commentary
US stocks finished the quarter with one of its best starts in a decade. All 11 S&P 500 sectors ended the quarter higher for the first time since 2014, and growth companies saw particularly strong gains. The market has now recovered almost all of its fourth quarter losses from last year.
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Library » Big Changes Coming At the Federal Reserve
April 01, 2019 | Market Commentary
Heading into the fourth quarter of 2018, the Federal Reserve (Fed) had just finished raising rates for the eighth time since 2016 and signaled a willingness to raise rates three more times in 2019.
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All AudiencesMarkets & Economy » 5 Truths About Female Investors
March 25, 2019 | Investment Themes
They say that men are from Mars and women are from Venus. We aren’t so sure we’re from different planets, but there are definitely differences when it comes to investing. With Women’s History Month in full swing, we take a look at five key facts about women as investors. 1. Women are more …
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All AudiencesMarkets & Economy » The Economic Impact of Immigration
March 11, 2019 | Market Commentary
From Pennsylvania Avenue to Main Street, immigration is a hot topic. It is a multifaceted issue with economic, legal, and political ramifications. But for investors, what have the 28 million immigrants working in the US really meant for the economy and labor markets? Let’s take a look. …
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All AudiencesMarkets & Economy » Big Tech Meets Big Government
March 08, 2019 | Investment Themes
Big technology has changed our lives: Apple and the iPhone; Google and Gmail; Amazon as the Everything Store; and Facebook and its social kingdom. Over the past few years, the Silicon Valley tech giants have grown to capture an ever-greater part of our lives. As these companies take up more of …
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All AudiencesLibrary » March 2019 Perspective
March 04, 2019 | Market Commentary
Global equities extended their strong start to the year with broad-based gains in February. Stocks have continued to respond well to a decent earnings season, an accommodative Federal Reserve, and easing trade tensions. Domestically, the strong two-month rally borders on historic ferocity. The S&P 5 …
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