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Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues...

Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team...

Planning: Because the World Keeps Spinning

In many ways, the old-school merry-go-round is like the markets. A goals-based investment strategy can help you in selecting a...

New Nationalism: What Does It Mean For Investors?

Nationalism has long been a key tenet of the Trump administration.

Where Is The Stock Market Growing?

There are an enormous number of forces that tie global markets together and help them generate positive returns. The complex...

Q1 2018 – When Is Volatility Relevant?

The resurgence in volatility we saw during the first quarter of 2018 was a good reminder that financial markets can...

Q3 2016 Report

Five Important Transitions to Keep Your Eyes OnIn many ways, fall is the most obviously “transitional” season there is—the landscape...

Q3 2016 Video

Josh Bartholomew brings us the highlights of market and industry insights for Q3 of 2016 from our head of investments,...

Q3 2016 Webinar

Click below to hear from Ron Saba, Head of Investment Management, and Greg Valliere, Chief Global Strategist, as they cover...

Quarterly Review – Q1 2016

UNEASY UNSETTLED UNCERTAINFinancial Markets Experienced A Bumpy Ride During The First Three Months Of 2016. Although The S&P 500 Index...

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