After a strong first half of the year, global stock markets experienced volatility in the third quarter and finished the…
How reliable are trends?
As investors, it’s natural to obsess over the issues of the day — whether that be inflation reports, stimulus packages o…
Mid-year investment outlook with Liz Ann Sonders (Video)
We’re halfway through 2021. What can you expect next? How will the market behave? In this recorded Q&A discussion, C…
The reopening spark: Market reflections for second quarter 2021
This article was co-authored by Kevin Calhoun, CFA®, Investment Associate. In the second quarter of 2021, the domestic e…
Inflated expectations?
“Inflation is when you pay 15 dollars for the 10-dollar haircut you used to get for five dollars when you had hair.” — …
What a difference a year makes
This April marks the one-year anniversary of the market trough of 2020. The official numbers suggest that we were in wha…
Turning the page? Market reflections for first quarter 2021
This article was co-authored by Kevin Calhoun, CFA®, Investment Associate. In the first quarter of 2021, COVID-19 vaccin…
2020: A year in review
This article was co-authored by Dean Stange. Imagine for a minute that you fell into a deep sleep on December 31, 2019, …
Indecision 2020: How you can combat uncertainty, maintain perspective and stay the course
If your evening was anything like mine last night, it was spent glued to the TV closely following the election results a…
Two big ways to manage risk within your portfolio
Wake me up when September ends. Summer is officially over, and in some parts of the country, the weather is getting a li…