Posts you may be interested in

Through the first quarter of 2020 fixed income markets have withstood historic volatility. Our investment team reviews actions taken by the Fed, corporate and muni activity, and what our expectations are going into the second quarter.
Read Post
The first quarter of 2020 closed with a bang. Our investment team reviews the equity markets performance with a deep dive into sector activity.
Read Post
The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.
Read Post
This passage requires most small- and medium-sized size businesses to provide temporary paid family medical leave and sick pay. We provide a brief analysis of the latest legislation.
Read Post
Despite having its challenges, 2019 was extremely kind to equity investors. When we take a step back and think about the year, it is a stern reminder not to get caught up in the over-sensationalized media and concentrate on company and industry specific fundamentals.
Read Post
Shannon Saccocia, Chief Investment Officer, sits down with our man in Washington, Doug Fisher, for an outlook on how the 2020 election might impact market and economic activity throughout the year.
Download iTunes Read Post
As the list of investor concerns seems to grow longer by the week. From tensions in the Middle East to the unstable UK Brexit agreement, while adding an impeachment inquiry to the list. Economic growth is slowing both in the U.S. and abroad, but the market has generally been adept at shrugging off macro concerns.
Read Post
Big Tech appears on a collision course toward the most intense regulatory scrutiny that the industry has seen in more than a decade. We dive into the potential impact to investors.
Read Post
Periods of market volatility offer an opportunity for introspection, and can be a catalyst for a review of your goals and desired outcomes.
Read Post
The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.
Read Post