Portfolio Perspectives

To Plan, or Not to Plan

January 20, 2021 0 Comments

The start of a new year has always given us an opportunity for a new beginning or a clean slate.  I am sure many of.


February 14, 2020 0 Comments

Context for Investor Concern February 2020 There is still a great deal of uncertainty on what the Wuhan Coronavirus’s impact will be on public health.

Turbulent Start to 2019

January 16, 2019 0 Comments

The New Year is off with a bang as market volatility from late 2018 continues.Plunging treasury yields, particularly in the front of the curve, sent.

Dovish Hike

January 16, 2019 0 Comments

Fed officials raised the federal funds rate 25 basis points at their December meeting to a range of 2.25 – 2.50 percent. Despite recent market.

2018 Year End Tax Planning

December 17, 2018 0 Comments

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead. Our Wealth Advisors have put together several planning opportunities and strategies.

Keep Your Eyes on the Yield Curve

November 19, 2018 0 Comments

Since the Great Recession global markets have experienced an unprecedented positive run; with an end to the good times and a recession almost inevitable. However,.

Turbulent Emerging Markets

November 19, 2018 0 Comments

Emerging markets have been met with volatility for much of 2018 as a confluence of events have resulted in losses for both equity and fixed.


October 16, 2018 0 Comments

Over the course of Wednesday, October 10th and Thursday, October 11th, the Dow Jones Industrial Average and S&P 500 Index dropped more than 5%, marking.

Markets Fall as Financial Conditions Tighten

October 11, 2018 0 Comments

What began as a modest sell-off across global stocks and bonds last week accelerated sharply Wednesday. In one day the S&P 500 and NASDAQ indices.

Economic Strength Fuels Fed Hike

October 1, 2018 0 Comments

As expected, Fed officials raised the federal funds rate 0.25 percent at their September meeting to a range of 2.00 percent to 2.25 percent and.