Economic trends generally improved in December, even amid some of the most significant financial market volatility of the bull market. Read the Full
A New Year’s Perspective | Client Letter by John Lynch | January 10, 2019
Our January Client Letter discusses the emotional toll of a challenging market environment, while reinforcing our confidence in the fundamentals
Jump-Start Your Financial Plan For 2019!
By Antonio Porretta It’s a brand-new year, and if you’re like many other Americans, you find yourself with
A Wild Week in Review | Weekly Economic Commentary | January 7, 2019
We still see a solid U.S. economy struggling with trade tensions, but far from recessionary territory. Read the Full Story Here Author:
Lower Valuations Offer Long-Term Opportunity | Weekly Market Commentary | January 7, 2019
This week, we look at stock valuations to try to gauge the potential opportunity for stocks. Read the Full Story Here Author:
Market Fears and Economic Realities | Weekly Economic Commentary | December 31, 2018
Increased uncertainty around policy risks has contributed to sharp market declines. Read the Full Story Here Author:
That Sure Felt Like a Bear | Weekly Market Commentary | December 31, 2018
The S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering one. Read the Full
Recent Volatility in the Markets | Client Letter by John Lynch | December 21, 2018
Client letter sharing perspective and discussing guidance from Outlook 2019. Read the Full Story Here Author:
Portfolio Compass | December 19, 2018
Downgraded small growth from neutral to negative/neutral; Downgraded small value from neutral/positive to neutral; Upgraded large growth from