Latest News

View All News
  • Financial Markets

    2018 could be ”The Year of M&A”

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    01-23-2018     |   READ POST
  • calm

    Top 10 Investment Themes for 2018

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    01-05-2018     |   READ POST
  • Financial Markets

    Are Consistent Economic Gains Now Starting to Catch-up to Stock Market Gains?

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    11-06-2017     |   READ POST

  • Portfolio Management Ideas for Consideration for the Remainder of 2017

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    08-29-2017     |   READ POST

Market Commentaries

View All Commentaries

  • Led by Technology, Stocks Finish the Week Higher Despite Geopolitical Concerns

    The major indices experienced gains last week, but periods of intermittent volatility persisted. Investors were seemingly comforted by the prospects of strong first-quarter earnings reports. ...

    04-17-2018     |   READ POST

  • Stock Market Volatility Continues Despite Continued Evidence of a Strong Economy

    After a week of heightened trade issues between the U.S. and China, the yield on the 10 year U.S. Treasury note increased from 2.74% to 2.77%. Ultimately these downward gyrations have lead U.S. Equities, along with their Developed International counterparts, into negative territory, but this isn’t where we currently believe they will finish the year....

    04-10-2018     |   READ POST

  • A Wild 1st Quarter Comes to an End

    Stocks rebounded a bit last week but failed to recover from the prior week’s decline and ended the first quarter in the red. Both the S&P 500 and the Russell Midcap Indexes gained 2.1%, while the Russell 2000 Index, a measure of the Nation’s smallest publicly traded firms, gained 1.3% last week. ...

    04-03-2018     |   READ POST

  • U.S. Stocks Drop on Trade War Rhetoric

    U.S. stocks experienced their worst weekly performance since January 2016 as fears over a trade war gripped markets. The S&P 500 Index lost 5.9%, the Russell Midcap index lost 4.9%, and the Russell 2000 index, a gauge of the Nation’s smallest publicly traded companies, lost 4.8%. ...

    03-27-2018     |   READ POST