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Recent Updates

Are We Fearing Something That Has Already Happened?

Weekly Commentary, July 8th, 2016   Summary  Equity markets finished up for the week (S&P 500 +1.27%, All-Country World 0.20%). Fixed income markets both finished up with high-quality bonds (AGG) +0.55% and high-yield bonds...

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The Benefits of Uncertainty

Weekly Commentary, July 1st, 2016 Summary  Equity markets – rallied sharply this week, in most cases wiping out last week’s losses entirely (S&P 500: +3.34%; EAFE: +4.03% ), as Brexit fears subsided and the...

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BREXIT: A Personal Note to Our Clients and Friends on a Tough Day for Markets

Weekly Commentary, June 24th, 2016   Summary  Equity markets – after a strong start to the week, markets suffered a tough day on Friday resulting in declines for the week (S&P 500: -1.59% and...

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Yet Another One of Those Fickle Summer Winds

Weekly Commentary, June 17th, 2016   Summary  Equity markets - finished down for the week (S&P 500: -1.69% and EAFE -1.21%), but international markets in particular rallied sharply (+3.41%) to end the week off...

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Central Banks Take Center Stage

Weekly Commentary, June 10th, 2016   Summary  Equity markets started the week strong but finished down on the week with global stocks (ACWI) down 1.10% Fixed income markets finished up for the week, with investment...

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The Fed’s Quantitative Easing and Your Portfolio

Weekly Commentary, June 3rd, 2016   Summary  Equity markets were relatively unchanged this week despite Friday’s action with both the S&P 500 and International equity markets (EFA) up around 0.10% for the week. Fixed income...

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U.S. Economy On Pace to Rebound From Slow Start to the Year - From our partners at Rochdale

Economic Perspectives, June 2016 In This Issue: Low productivity gains holding down potential economic growth June Fed rate hike still on the table, but far from a done deal Labor conditions remain solid ...

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On the Radar - From our partners at Rochdale

Market and Economic FAQ's, May 31, 2016   New Questions In This Issue What expectations should investors have for portfolio returns? Will economic growth rebound in the second quarter? Will the Fed raise...

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Going Global Could Help Get You Paid

Weekly Commentary, May 27th, 2016   Summary  Equity markets had a great week with both U.S. and International Markets finishing up over 2.3% for the week (SPY +2.31%, EAFE +2.36) Fixed income markets continued...

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Protecting Your Most Valuable Financial Asset – You

Weekly Commentary, May 20th, 2016   Summary Equity markets rallied to finish the week in positive territory, despite volatility around possible Fed action, with the S&P 500 +0.31% and EAFE +0.52%. Fixed income markets...

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