Insights

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…

The “New Retirement”

Emphasis in retirement is generally placed on financial planning, which is critically important, but doesn’t address the potential void of emotional, psychological, intellectual and physical adjustments. Serious attention to these…

Quarterly Market Webcast – May 2018

Of Tariffs and Trade Wars

When economists studied the Great Depression after the 1930s, one of the things that was cited as worsening the economic decline and prolonging the recession was the Smoot-Hawley tariffs.  This…