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February 07, 2018 | Active Management
We are taking advantage of buying opportunities presented by recent volatility. We discuss in our new video.
February 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 …
January 22, 2018 | Market Commentary
Early Saturday morning, after Senate lawmakers failed to pass a short-term funding bill, the U.S. federal government began a shutdown of all non-essential services in the first federal government shutdown since October 2013. To reopen the government, the Senate needs a 60 vote supermajority, …
January 05, 2018 | Market Commentary
The U.S. Economy 2017 was a great year for investors as strong returns pushed domestic equities to fresh all-time highs. Robust equity performance was seen across many of the major indices both domestically and abroad. Most fixed income sectors posted healthy gains as well. At the same time, …
January 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
January 03, 2018 | Market Commentary
Bitcoin is on a meteoric rise. The cryptocurrency rose more than 13x in 2017 and has risen exponentially since first breaking onto the scene early this decade. While bitcoin’s price has soared at an astounding, orders-of-magnitude scale, the road has not always been smooth. From the day of the …
December 21, 2017 | Market Commentary
After a year of high returns and low volatility, what will 2018 bring? Our speakers discuss the close of 2017 and focus on what to monitor in 2018.
Audience
Financial AdvisorDecember 07, 2017 | Market Commentary
The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …
December 01, 2017 | Investment Themes
Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption. Our team of …
Audience
IndividualSeptember 07, 2017 | Market Commentary
Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility …
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