Insights
An analysis of the current inflationary environment with Liridon Gila, CFA, and David Siegel, CFA. The opinions expressed herein are subject to change. Please contact us for further details at...
Equity Market: Quarter in Review The U.S equity market ended the first quarter on a strong note with the S&P 500 posting a gain of 6%, driven by fiscal and...
A market update with Marty LaPrade, CFA and Marc Davis, CFA. Recorded Feb. 5, 2021. Opinions expressed herein are subject to change.
Equity Market: Quarter in Review A global health pandemic and volatile US election campaign were no match for the market’s resilience as the S&P strongly rebounded from early losses to...
Equity Market: Quarter in Review The market surged to a 9% gain in the third quarter on electrifying returns from the tech sector and a steady current of low rates,...
A Discussion on Index Risk and Concentration with Marty LaPrade, CFA. Video recorded 7/29/2020; all data as of 6/30/2020. The opinions expressed herein are subject to change. Please contact us...
Equity Market: Quarter in Review The second quarter came and went without a Coronavirus vaccine, but stimulus packages from the Fed and Congress turned out to be the cure for...