Market Updates

2015 Third Quarter Market Webcast

David Carroll, CFA, Senior Portfolio Manager and Michael Peters, CFA, Fixed Income Portfolio Manager provide an analysis of recent economics and markets in the Second Quarter Market Overview Webcast. In Dave's discussion of international markets he reviews historical data along with projections to e[...]

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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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Why investors should be excited about interest rates going up and updates on alternative investments and market valuations.

I decided to switch up the medium of my blog this morning and deliver it in video format. I hope you enjoy the change of pace. For more information on rising interest rates see the Milwaukee Journal Sentinel article “Reasons for bond investors to cheer rising interest rates.”

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As Easy as Riding a Bike!

Remember when you learned to ride a bike? Or perhaps more recently, you’ve taught someone to ride as I have my son. We both felt trepidation over when I should let go. You get so caught up in making sure that the person you are teaching is safe from a fall that you may forget that you have to let [...]

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Yields Skyrocket! Really?

It is hard to pick up a paper, read an investment blog (mine excluded), or listen to a financial news program without hearing about the global bond market rout. Yields (interest rates) on government bonds in the U.S. and Europe have been on the rise and the financial media is trying to whip everyone[...]

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Opportunities in Global Markets

In order to determine how to invest in today's environment, you need to know what is driving stock and bond markets. Is the Federal Reserve's course change good or bad for bond investors? Is the first quarter weakness in U.S. corporate earnings going to hamper stock market returns? Why have currency[...]

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Car Nut

I love cars, both new and old. I like to drive them, talk about them, watch them race and just about anything involving them. I also think cars can tell us a lot about people, investors and the economy. Last week, the monthly auto sales data were released and there were some interesting trends that [...]

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2015 Second Quarter Market Webcast

Brian Andrew, CFA, President and Chief Investment Officer along with Dave Carroll, CFA, Senior Portfolio Manager provide an analysis of the first quarter economics and markets. Brian addresses the end of U.S. Quantitative Easing (QE) and the beginning of QE in Europe and its effect on interest rates[...]

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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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Good Things to Life

Last Thursday, General Electric announced that they were selling a $26 billion real estate portfolio and substantially reducing the size of their financing arm, GE Capital. The only portion of the business being retained will be that which sustains GE’s manufacturing businesses. In addition, they [...]

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