Market Updates

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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A Good Week for the Fed

This week is packed with economic data. Recently, we’ve often heard that the Federal Reserve has become data dependent. The “data” referred to in this phrase is the economic data that provides a picture of how the economy is growing, employment is fairing and inflation is moving. This is a sil[...]

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A Body at Rest

As the temperature rises above 50 for the first time in several months, I am reminded of this Newtonian law that a body at rest will stay at rest unless an outside force acts on it. Perhaps the warm-up in weather is the “outside force” we all need to get moving again. I believe that the current [...]

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Four Cancelled Flights Later

Over the weekend I was in Washington D.C. to attend a board retreat for the National Hemophilia Foundation (NHF), an organization that I am proud to serve, and one that does great work for its community. The organization was also hosting their "Washington Days" event in which they had the opportunit[...]

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Mardi Gras Market

Last week, the Dow Jones Industrial Average closed above 18,000 and the S&P 500 Index reached a new record high. Geo-political concerns in the Middle East and Ukraine don’t seem to be able to keep the market down, nor do the tepid economic growth numbers coming from Europe and China. Finally, [...]

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Surveying The Fixed Income Landscape

The bond market surprised many investors in 2014 as interest rates declined despite the end of the Federal Reserve quantitative easing program and indications the Federal funds rate may rise in 2015. Looking forward to 2015, we contemplate the ongoing impact of the strenth of the U.S. dollar and div[...]

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So Earnings Do Matter!

During the last three months we have been recruiting advisors to Cleary Gull. While our primary objective is finding people who are a good cultural fit for our firm and share our interest in serving the customer, every conversation gets around to compensation. What people earn matters to them becaus[...]

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Reffing the Finish

Over the weekend my son took part in a downhill ski race with his team. Like most sports today, these events occur, thanks in some part, to parental volunteerism. As a result, I had an opportunity to volunteer to referee the finish line of the race for boys and girls between 8 and 12. Having never d[...]

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