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Market Insight – Rough Seas Subside

It’s not an all clear message but Santa just may pay us a visit this year. In the past 30 days, several risks have diminished: Trade:  Odds of all-out trade war have significantly decreased after the meeting on Saturday between President Trump and Chinese President Xi...

Market Insight – Is the Sky Falling?

Headlines Sell Ads, Not Investment Advice … Stock market corrections are not fun when it feels like the sky is falling or that this time is different than past sell-offs.  Guess what?  There have been 23 sell-offs of more than 5% over the past 10 years.   The...

Market Insight – Pick Your Poison

Pick your poison for what has led to the quick US stock market sell-off: Rising interest rates, upcoming elections, increasing uncertainty concerning the potential trade war with China and the potential negative impact of bad news to corporate earnings. This sell-off...

Market Insight: Diversification Matters

“The beauty of diversification is it’s about as close as you can get to a free lunch in investing.” – Barry Ritholtz One of my favorite investment quotes – just not this year. With many asset classes in the red in 2018, frustrations are mounting. Aren’t...

Market Insight: Nuveen Meeting Highlights

Highlights of our Meeting with Nuveen Asset Management Fixed Income Strategy & Portfolio Manager Our investment team loves that we can discuss ideas with the brightest minds in the investment field. Last week, Doug Baker from Nuveen Asset Management visited our...