• Oct 10

    Quarterly Market Commentary-October

    Third Quarter 2018 Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter, while smaller-cap US stocks gained 3.6%. S&P 500 operating earnings ...

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  • Oct 3

    Women and the Retirement Crisis

    Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected ...

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  • Aug 16

    Private Equity Investing Considerations

    Investor demand for private investments continues to grow. According to Preqin, a global leader in alternative assets data, 921 private equity funds that closed during 2017 raised a total of $453 ...

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  • Jul 13

    Quarterly Market Commentary

    Second Quarter 2018 Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were ...

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  • Apr 12
  • Mar 23

    Could we win a trade war?

    When President Trump announced he would be placing tariffs on steel and aluminum for national security purposes, there was great dismay among many economists. In terms of protecting ...

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