Market Updates
Financial Insights Newsletter

Third Quarter 2015 Financial Insights

Slowing, Stalling, Falling... But Maybe Not So Much  Our theme in this quarter's Financial Insights is "Slowing, Stalling, Falling... But Maybe Not So Much".  We investigate how despite a slowing Chinese economy, measures of economic growth in the U.S. are headed in a positive direction. I[...]

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Second Quarter 2015 Financial Insights

What's on the Other Side? Brian's theme in this quarter's Financial Insights is "What's on the Other Side". He discusses how the economic situation in China and the crisis in Greece, among other factors, contribute to impatient and uncertain investors and have caused the markets to "climb a wall [...]

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First Quarter 2015 Financial Insights

A Day at the Beach Brian Andrew, CFA, President and Chief Investment Officer has an interesting analogy in this quarter’s Financial Insights, “A Day at the Beach”. His theme focuses around issues facing investors today that include: patience, productivity, negotiation and compromise and how[...]

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Fourth Quarter 2014 Financial Insights

Patience is a Virtue! With divergences among global policy makers, the volatility in the 4th quarter was expressed in currency value fluctuation, commodity prices – oil in particular, and stock and bond prices. This policy divergence is coupled with an investor view that there will be a differe[...]

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Third Quarter 2014 Financial Insights

What’s going on?  During the last five trading days the U.S. stock market has risen and fallen almost 300 Dow points (that’s the Dow Jones Industrial Average) four times.  At the same time the yield on the 10-year Treasury has fallen to 2.3%, oil trades near $85 a barrel and the U.S. dollar[...]

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