Socially responsible investing and “impact investing” are a growing phenomenon among investors. Such investments attempt to balance financial results with “ESG” (environmental, social and governance)… Read more
As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not… Read more
Many news outlets do a “Decade in Review” piece at the turn of a new decade and, not surprisingly the most talked about topics in… Read more
The Year of Market Ascension
We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a… Read more
The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial… Read more
The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will… Read more
Forbes.com author Bridget Brennan noted in a powerful article1 “Women have a multiplier effect. They are multiple markets in one.” She goes on to explain… Read more
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors… Read more
A Look Back on 2018, Part I – The Year of Trade Tension
On January 30th, 2018 President Donald Trump delivered his first State… Read more
In our latest blog, we take a look back at the financial developments in the first two quarters of 2017. Join us as we dive into the key global news stories and the correlating shifts in the markets.
“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks. In this blog, Michael Godwin, manager of portfolio strategy, walks us through Marks' six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!