Market Updates at 2018 Year-End
What a difference a year makes. At the end of 2017, we were in the midst of a period of unprecedented low volatility coupled with the S&P 500 Index returning …
The Many Faces of Risk: Exploring Late-Cycle and Idiosyncratic Factors
A key component of our investment process remains understanding some of the prevailing themes in the markets and what they might mean for relative asset class performances for the following …
Is it more Bark than Bite? The Rising Tensions in Global Trade
The term “trade war” rarely elicits any favorable feelings from investors. When we consider that trade is the vascular system of the global economy, it is safe to presume that the …
Navigating the Reality of Rising Rates
With the close of the Federal Open Market Committee meetings this week, the market’s expectations were confirmed as the Fed chose to increase interest rates by the anticipated 25 basis …
A Bit of Context Around Bitcoin
As we consider all the major investment headlines of the year, one that has attracted a great deal of recent public interest is also one that seems to be the …
Where do we go from here? Balancing Optimism and Caution
It is hard to believe that we are nearing the end of 2017. Time sure does fly when you’re having fun, and the markets are up! Indeed, investors have cause …
Current Thinking on Valuations and the Path Forward
The current bull market is the second longest on record in the post-WWII era, leading many market participants to wonder if there really is too much of a good thing. In …
Insights from the FOMC Meeting
With everything going on in the world right now, it feels somewhat trivial to put out a note regarding the outlook coming out of the two-day Federal Open Market Committee …
Are Responsible Investing and Smart Investing Really Mutually Exclusive? Maybe Not.
As thought partners to our families, one of our principle goals is to help them gain a fuller understanding of the investments they make. We believe a key component to …