Posts you may be interested in
While we’re seeing evidence of economic rebound, what could dampen optimism this earnings season? This week’s CIO podcast covers three factors Shannon is watching. Listen now.
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Following one of the quickest and sharpest drops from February’s all-time high to a bear market, U.S. equities staged an impressive run with the S&P 500 logging its best quarterly gain since the fourth quarter of 1998.
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While government policies related to Covid-19 were initially focused on safety and flattening the curve, the race to reopen in order to accelerate spending and get the global economy back on its feet is facing a major test as U.S. cases rise at a rapid pace.
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Growth stocks have outperformed since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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Resistance to a fourth round of economic stimulus is softening. We provide a brief analysis of what to expect should this legislation pass.
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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.
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With so many acronyms adding confusion, we provide an overview of what value-based investing is and the opportunity for investors.
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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.
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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.
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April brought belief that monetary stimulus would loosen financial conditions and May’s rally is reflecting improvement in the outlook for the economy.
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