Our Perspective

2019 Mid-Year Review & Outlook

Market Overview: The Late Stage Bull. After a disappointing end to 2018, financial markets snapped back during the first half of 2019. The risks that were forecast so heavily by financial media outlets during the fourth quarter of 2018 largely went unrealized, volatility receded, and

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2018 Year End Review & Outlook

Market Overview: Volatility and the Return to Normal. In 2018 volatility was present and notable. We first cautioned investors on the increasing likelihood for heightened volatility in our Q4:2014 Market Recap. After years of abnormally low volatility in equity markets, 2018 was a notable change

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2018 Mid-Year Review & Outlook

Market Overview: Volatility finally presented itself and there may be more to come. In our year-end 2017 correspondence, we highlighted the potential for market volatility and our thoughts that it would present itself in some fashion during 2018. After a strong start to the year

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2017 Year End Review & Outlook

Market Overview: Winds of Change Delayed But Likely Coming… 2017 surpassed just about every market observer’s expectations, providing a strong year of returns for equities both here and abroad. While a pro-business climate including the potential for less regulation, tax reform and infrastructure spending were

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2017 Mid Year Review and Outlook

As we stand at the midpoint of 2017 it is difficult to reconcile the historically low volatility and how exactly we arrived at this point considering the political divisions in Washington, rising interest rates and global uncertainties. On the surface, it might seem volatility and

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