Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth
What We Do And How We Can Help
By Antonio Porretta There’s no doubt about it, finances are complicated. But complications aside, most of us recognize and understand how important
Portfolio Compass | November 14, 2018
Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from
Trade Check-In | Weekly Economic Commentary | November 12, 2018
We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored. Read the Full Story Here Author:
Midterm Takeaways | Weekly Market Commentary | November 12, 2018
Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for
Market Insight Monthly | October 2018
Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Read the Full Story Here Author:
Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the
Rising Wages and the U.S. Economy | Weekly Economic Commentary | November 5, 2018
We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics. Read the Full
The Bright Side | Weekly Market Commentary | November 5, 2018
Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks. Read the Full