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Posts you may be interested in

Posts 1 - 10 of 88 Previous 1 2 3 4 5 ...9 Next
Q4 2019 Economic & Market Outlook
10/17/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager. They discuss: - Economic and Market review, and what the team is watching. - Why volatility in the equity market may be the rule, not the exception. - Impact of the negative interest rate environment on the bond market.

Download iTunes Read Post
Q3 2019 Economic & Market Outlook
7/19/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Shannon Saccocia, Chief Investment Officer, sits down with Ryan McQuilkin, Head of Fixed Income to discuss key economic market indicators we’re watching and the prospect for growth, considerations for asset allocation given the pending earnings season and the impact of the Fed’s pivot, tariffs, and bond market activity.

Download iTunes Read Post
IRS Continues to Provide Pro-Taxpayer Regulations on Investing in Opportunity Zones
5/03/19
Posted in Insight & Opinion
  • Managing Taxes
  • Market Commentary

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.

Read Post
The Fed Is Patient, The Fed Is Kind
4/26/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

The Federal Reserve’s policy intentions sparked a dramatic first quarter rally in risk assets, municipal bonds continued their strong performance, but relative value has diminished versus other fixed income asset classes. We have a modestly positive view for the remainder of 2019, yet it is a good time to reduce risk where appropriate.

Read Post
A Note from Our CIO - Q2 2019
4/17/19
Posted in Insight & Opinion
  • Market Commentary

One of the greatest challenges facing investors, and people in general, is to know when it is time. Time to buy a house? Time to follow a lifelong passion, or stay in your comfort zone? Time to retire? Time to get into the market, or time to get out? In the case of the markets, with hindsight we can always identify the perfect time.

Read Post
Economic Update – Q2 2019
4/17/19
Posted in Insight & Opinion
  • Market Commentary

As poorly as risk assets performed in the fourth quarter of 2018, the reality that the global economy was showing few signs of falling over the precipice into recession sparked a rally in the first quarter of 2019, as positive sentiment carried risk assets universally higher.

Read Post
Looking Ahead - Q2 2019
4/17/19
Posted in Insight & Opinion
  • Market Commentary

As poorly as risk assets performed in the fourth quarter of 2018, it is obvious why investors were looking to 2019 with a mix of both hope and caution.

Read Post
Market Review – Q2 2019
4/17/19
Posted in Insight & Opinion
  • Market Commentary

Much as the declines during the fourth quarter had been most pronounced in the United States, the rebound in the first quarter was also strongest in domestic stocks, with technology stocks reasserting their dominance in the quarter.

Read Post
Sector Spotlight - Earnings Recession: Part of the Cycle
4/17/19
Posted in Insight & Opinion
  • Market Commentary

While the tax cuts enacted by the Trump Administration accelerated economic growth and resulted in an unprecedented boost to margins last year, it also led to unsustainable earnings growth this year.

Read Post
Impacts from the 2017 Tax Cuts & Jobs Act
2/05/19
Posted in Insight & Opinion
  • Financial Planning
  • Managing Taxes
  • Market Commentary

The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.

Read Post
Posts 1 - 10 of 88 Previous 1 2 3 4 5 ...9 Next

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