Posts you may be interested in

The disconnect between Main Street and Wall Street continues with a sharp rebound of stocks even as unemployment hovers over 10%. In this week’s CIO Update, Shannon provides her analysis on earnings growth recovery and subsequent events following the Fed’s actions to support the market.
iTunes Read Post
After seeing relief brought forth by the CARES Act and the current rapid increase of new COVID-19 cases, why is Congress hesitant to pass another aid package? Listen now as @Shannon Saccocia, Chief Investment Officer, discusses why Congress’s actions are tepid due to a rapidly approaching election season.
iTunes Read Post
Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
iTunes Read Post
In this week’s CIO Update podcast, Shannon Saccocia discusses how investors should evaluate stocks which have benefited from the pandemic, but may face challenging comparisons in a more normal environment. Listen Now.
iTunes Read Post
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.
iTunes Read Post
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.
iTunes Read Post
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.
iTunes Read Post
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.
iTunes Read Post
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.
iTunes Read Post
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?
iTunes Read Post