News
November 7, 2016
Fourth Quarter 2016 Newsletter
Situational awareness is critical for any investor. We must recognize the prevalent risks that exist across the broader economic landscape. Approaching the Presidential election in November, we, along with the rest of the investment community, continue to analyze the market impact of potential outcomes. Against this uncertain backdrop, maintaining a long-term focus is critical as...
June 28, 2016
Third Quarter 2016 Newsletter
The duration of the current economic recovery recently surpassed the seven year mark, making this cycle one of the longest during the post-World War II era. While extended in length, the economic environment lacks robust growth, resulting in a chorus of calls to further stimulate via public policy measures. However, the economic cycle continues moving...
April 14, 2016
Second Quarter 2016 Newsletter
Viewing today’s world through a set of risk management lenses allows investors to adopt a cautious, yet more upbeat tone than seen in the press headlines. Market volatility, elevated uncertainty, and heightened stress characterize the current investment environment. However, a healthier consumer, financially stable business sector, and continuing recovery in the housing market offer a strong foundation...
January 11, 2016
First Quarter 2016 Newsletter
In the U.S., unprecedented levels of economic stimulus appear to have paid off. GDP has shown slow, but steady, growth, unemployment is below levels experienced prior to the Great Recession and the Federal Reserve is taking its initial step away from a zero-interest rate policy for the first time since December 2008.
December 11, 2015
Fourth Quarter 2015 Newsletter
Volatility returned to the markets in a big way in the third quarter as new concerns from abroad called into question the strength of the global recovery and the timing of an eventual increase in interest rates by the Federal Reserve.