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October 03, 2018 | Investment Themes
In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
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Taft-HartleyDirector of Investments
February 27, 2018 | Active Management
Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …
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All AudiencesOctober 26, 2017 | Market Commentary
With the U.S. stock market reaching new highs, uncertainty surrounding policy implementation, and a series of natural disasters, we’ve recently received a number of questions on potential impacts to the economy and investors. In the below Q&A we answer your most frequently asked questions on …
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All AudiencesAugust 15, 2017 | Market Commentary
Our top down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent. This has been the correct interpretation to date, but the …
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All AudiencesJuly 06, 2017 | Market Commentary
Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July. Read our July Perspective for a more thorough summary of the current market environment.
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