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Are Stocks Still Relevant?

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 Today and Tomorrow and What That Means to You

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

The Multiplier Effect

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

Investing for Women

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

A Look Back on 2018, Part I – The Year of Trade Tension January On January 30th, 2018 President Donald Trump delivered his first State… Read more

2017 Part One: A Look Back

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.

Where do we stand?

“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!