Blog Archives

Monthly Market Update: October 2017

Published 10.9.2017 Introduction US Stocks continue to post gains, but a subtle shift from growth back to value could be a canary in a coal mine: Multiples remain stubbornly high with expectations that the recovery will be long and strong, but some of the steam is being let out of

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Whitepaper: Cryptocurrency Craze!

“Cryptocurrency Craze!” Written By: Jeff Garden, CFA® | Senior Research Analyst & Portfolio Manager With the rise of cryptocurrencies comes a lot questions.  Jeff Garden breaks down what exactly cryptocurrencies are, considerations for this new form of digital money, who the main players in this space are, and ultimately what are

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Mid Month Market Update: September 2017

Published 9.13.2017 The Equifax Data Breach: Options you Should Consider Now to Protect Yourself News reports indicate that credit monitoring company Equifax was hacked recently. Reports vary as to how many people were affected and how much data was stolen. However, it seems to be clear that a significant number

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Monthly Market Update: September 2017

Published 9.7.2017 Introduction Equity markets have diverged into those that have peaked and those that can keep on going: The US and UK are showing signs of peaking while Europe, Japan and EM equity show signs of continuing at a fundamental level with continue room for multiple expansion. The search

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Monthly Market Update: August 2017

Published 8.30.2017 The Fall and The Markets- Steps to Take As we move into fall, there are several areas in the market that warrant both a pause and further consideration. Regardless of political affiliation, the challenges facing the President of the United States are serious, terrorism is rearing its ugly

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Monthly Market Update: July 2017

Published 8.10.2017 Introduction The fundamental recovery in earnings has made the rally bulletproof against Washington drama for now: Sales and earnings continue to recover globally, but none more strongly than in the US where the data has been very robust. Macro data, however, is starting move sideways, cycles are maturing

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