Insights

Read about the latest thinking from our portfolio managers pertaining to our business.

2017 Year in Review

2017 proved to be an excellent year for performance across most asset classes around the globe. U.S. and international equity markets...

2018 Market Outlook

As we turn our focus to 2018, we remain focused on the most important factors influencing U.S. equities - employment and earnings On the...

The Times—Are They Changing?

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of...

A Quick Note on the Tax Plan Impact

Now that it appears likely that the new Tax Plan will be passed into law, I thought you might be interested in a brief note as to some of...

Third Quarter 2017 Market Letter

The big story in the economy and the financial markets this past quarter was that there was no big story. Corporate earnings and the...

Second Quarter 2017 Market Letter

More of the Same The political, international and economic trends that have been in place, continue unabated. We have seen: More Tweets...

First Quarter 2017 Market Letter

During the first quarter of this year, stocks continued their upward march, to the surprise of many investors. The S & P 500 Stock Index...

Perspectives

Never in the past forty years have I experienced a time when the political climate so dominated the investment discourse and my...

Fourth Quarter 2016 Market Letter

Surprise! Once again the equity markets surprised investors, with the Standard and Poor’s 500 Stock Index rising 11.96% for the calendar...