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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-HartleySeptember 21, 2018 | Market Commentary
Marc Bushallow, Managing Director of Fixed Income, provides an update on the economy with an emphasis on fixed income markets, and offers his insights on what investors may encounter going forward. We discuss what indicators we look for at this point in the cycle to help …
Audience
Financial AdvisorsDirector of Investments
July 12, 2018 | Investment Themes
While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »
Audience
All AudiencesJune 21, 2018 | Market Commentary
After nine years of rising equity prices in the U.S., investor complacency regarding market return expectations is concerning. The Quantitative Strategies Group discuss how a proactive approach to asset allocation and risk management can balance the risks and opportunities …
Audience
Financial AdvisorsApril 24, 2018 | Market Commentary
Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …
Audience
All AudiencesApril 13, 2018 | Investment Themes
Global stocks have experienced extraordinary returns over the past 18 months. Business and investor optimism has been high, corporate profits have been growing, and financial conditions have supported markets. Major economies across the globe have exhibited positive growth momentum while …
Audience
All AudiencesMarch 29, 2018 | Active Management
Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
Director 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 …
Audience
All AudiencesFebruary 06, 2018 | Market Commentary
The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …
Audience
All AudiencesJanuary 04, 2018 | Active Management
We head into 2018 enjoying economic expansion, but it is important to maintain a focus on fundamentals and long-term results. Our new Semi-Annual Outlook provides our perspective on the year to come. Get your copy today
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