Search
Filter by type
Library
economic cycleX
Markets & Economy » Cruising Through the Economic Cycle
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 …
Audience
All AudiencesMarkets & Economy » Three Issues We’re Thinking About Right Now
August 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
Audience
All AudiencesMarkets & Economy » Economic Impact of COVID-19
April 21, 2020 | Market Commentary
As markets begin to calm, many investors are starting to wonder what the long-term impact of this crisis will be. While it’s clear the effects will be far reaching, it’s hard to determine what exactly they will be. By viewing this downturn in context, we’ve been able to maintain a long-term …
Audience
All AudiencesMarkets & Economy » Acting on the Lessons from 2008
March 20, 2020 | Market Commentary
Recent market volatility and a constant stream of negative news is giving investors déjà vu. A downturn this abrupt and severe hasn’t been seen since the beginning of the 2008-09 Global Financial Crisis. The situations may be completely different, but the feelings of fear and uncertainty are …
Audience
All AudiencesMarkets & Economy » Coronavirus and a Bear Market
March 13, 2020 | Market Commentary
In the past week, as the number of Coronavirus (COVID-19) cases has continued to increase, it has resulted in rising investor fear over what the potential economic fallout may be. With Thursday’s steep selloff in the S&P 500, the US stock market has entered into a bear market for the first …
Audience
All AudiencesLibrary » Webinar: Client Event Series
November 20, 2019 | Investment Themes
As we reflect on our upcoming 50th anniversary, we are thinking hard about the ways we can work with you to build a brighter financial future. That is why our offerings today go beyond asset management to address your total financial picture. Please join Marc and Jeff as they …
Audience
All AudiencesLibrary » Webinar: Four Big Questions Facing Investors in 2019
January 23, 2019 | Market Commentary
2018 was far more volatile than recent years, and after the nearly decade-long run, we are starting to see warning signs in the economic, stock, and bond market cycles. Several key risks got worse as the year went on, and many remain unresolved.
Audience
All Audiences
Library » Semi-Annual Outlook: Sorting Through the Warning Signs
January 03, 2019 | Investment Themes
2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.
Audience
All AudiencesLibrary » Webinar: How We Manage Risk and Opportunity
December 17, 2018 | Investment Management
The current economic expansion turned 9 years old in June. While economic growth has been weak by historical standards, US stock market returns have been nothing short of impressive. In this webinar, you will hear directly from an analyst making decisions on your behalf every …
Audience
IndividualsMarkets & Economy » Previewing the Midterm Elections
November 05, 2018 | Market Commentary
Tomorrow, on Tuesday, November 6, Americans will exercise their democratic freedoms as they vote on national, state, and local representatives. While most midterm elections are lower profile affairs, this year’s looming Election Day is becoming a focal point for the nation. Key issues like …
Audience
All Audiences