Quarterly Market Commentary: Will the Bull Market Lose Steam in 2020?
Each quarter, our investment team comments on what happened in the markets and the economy over the last quarter and looks forward at what the next period might bring. Fourth quarter gains punctuated a big year for stocks and a remarkable decade in capital...
Weekly Market Digest: What Will the Next Decade Bring?
We kicked off the first full work week of 2020 with plenty of geo-political controversy. Tensions flared after the U.S. killed Iranian General Soleimani in a drone strike, leading Iran to retaliate with a missile attack on two U.S. bases in Iraq. This fueled...
The Right Way to Deal with Stock Market Volatility
The past year was largely positive for stock market investors as major market indices notched record highs on a regular basis. Between the highs, however, were some dizzying drops, like in late July and early August when the S&P 500 experienced declines...
What Moved the Markets in December?
The Trade War Stocks rose in December, punctuating a big year for stocks and a remarkable decade in capital markets. The trade conflict between the US and China finished 2019 on a positive note, with a “phase one” deal being agreed to in principle. While...
How Do ESG Ratings Agencies Work – And Why Should You Care?
If you are a socially-conscious investor, you may wonder who determines which companies are deemed “socially responsible” and what criteria is used. After all, one person’s view of social responsibility often differs radically from another person’s view....
How Does Socially Responsible Investing Impact Your Investment Portfolio?
Socially responsible investing is a hot trend for individual investors right now. In fact, according to Morgan Stanley’s Institute for Sustainable Investing’s 2019 “Sustainable Signals” survey: 75% of asset managers say their firms have adopted sustainable...
Weekly Market Digest: What to Expect in the Next Decade
December marked a strong finish to a big up year for stocks and a remarkable decade of a recession-free US economy and a bull market led by US growth stocks. The new year began in choppy fashion, with stocks finishing roughly flat in an abbreviated week....
Weekly Market Digest: What You Need to Know About the SECURE Act
US Markets pushed towards a strong finish to 2019 this week, with only 2 more business days left in the year. Gold had a good week as well, while bond yields fell. On Friday December 20th, the SECURE Act was signed into law, marking the second major tax...
