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.

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.

Are you experiencing market sentiment whiplash?  While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.

Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.

Our CIO Update podcast this week covers the challenges and opportunities presented when investing outside of the U.S equity market. The COVID-19 global health crisis isn’t likely to dampen opportunity over the long-term. Listen now for our perspective.