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Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

Vantage » Research Note - September 2016

August 29, 2016 | Market Commentary

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year …

George Marron, CFP®

Senior Wealth Management Consultant

Financial Planning » Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Wealth Management

Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …

Markets & Economy » Risk Continues to Run Rampant In Russia

November 04, 2015 | Emerging Markets

In our recent Country in Focus article in Vantage, we discussed how Russia has been in the spotlight over the past few years with its controversial involvement in Ukraine and annexation of Crimea in 2014. Lately, Russia has been in the news with its intervention in Syria, which has opened a new …

Library » Using Derivatives in the Fixed Income Markets

October 16, 2015 | Fixed Income

Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » “Safe” Can Be Risky

September 01, 2015 | Fixed Income

The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …

Markets & Economy » China: Should investors run for the exit?

August 12, 2015 | Emerging Markets

Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag. After peaking in mid-June, China’s major equity indices had …

Markets & Economy » Where are Interest Rates Headed?

July 29, 2015 | Fixed Income

Today, most market watchers agree that rates are poised to move higher. That being said, the interest rate conversation is also quickly shifting toward what happens after the first policy rate hike. Will the Federal Reserve continue on a path of predictable hikes, or will policy …

Library » July 2015 Interest Rate Outlook

July 29, 2015 | Fixed Income

Where are interest rates headed? Anyone following financial markets over the past few years undoubtedly has this question burning in their mind. At this juncture, while debate continues to surround the timing, most market watchers seem to agree that rates are poised to go up. Admittedly, an …


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