Insights

Good Debt vs. Bad Debt

Your personal net worth consists of both assets and liabilities. The simple equation to calculate your Net Worth is: Net Worth = Assets – Liabilities Liabilities or debts, often given…

From QE to QT

Investors will be glad to say goodbye to 2018, and especially the final month of last year, which turned out to be the worst December for the stock market since…

2018 Year End Planning

With the end of 2018 fast approaching, now is a great time to give your finances a review. The following financial planning moves, if appropriate for your circumstances, are items…

Charitable Donations: Stock vs. Cash

As we approach year end and the holiday season, you may be thinking about giving back. According to the Network for Good, 29% of all giving done on their platform…

Quarterly Market Webcast – November 2018

Mid-term Election Jitters

Investors will recall that 2017 was a year characterized by an extreme lack of volatility in the stock market relative to historical norms. Coming into the current year, we said…

The Financial Crisis: Then and Now

Today, we can look back and glean important insights from the financial crisis that began with the U.S. housing market and culminated with a full-blown global credit crunch that affected…

ESG Investing

ESG investing is currently estimated to have $20 trillion in assets under management. This represents almost one quarter of all professionally managed assets around the world, which begs the question:…

Quarterly Market Webcast – August 2018

What U.S. Blues?

What is U.S. Blues? The U.S. economy continues to show exceptional strength and resilience in the face of myriad negative headlines, as well as slowdowns in several parts of Europe…