Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.

This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.

Our CIO provides an update on economic trends we’re watching in her latest podcast. As the US starts to reopen and equity markets fluctuate, do you feel optimistic? Listen now for her review.

As global economies reopen, skeptics of Wall Street and main street remain concerned. In this week’s CIO Update Shannon Saccocia discusses trends and what the data is saying. Is economic recovery on the horizon?

In our CIO Update this week Shannon Saccocia discusses the overlooked activity happening in China. As reopening occurs, but restrictions continue, there is a lot to watch when it comes to the region. Listen now to part one in a series of commentary on the impact of tensions in China.

Technology stocks have had a wild ride over the past two decades. History is often a reminder of the importance of diversification. So what’s the path forward for investors in this sector? In our CIO Update this week, Shannon Saccocia takes a closer look at technology. Listen now.

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager to discus, the outlook for 2020 since 2019 was a banner year for a balanced portfolio, how the impending U.S. presidential election might impact consumer optimism, and which sectors we’re watching.

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.

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.