Market Updates

2017 First Quarter Market Webcast

The 2017 First Quarter Outlook is presented by Chief Investment Officer, Brian K. Andrew, CFA, and Senior Vice President and Portfolio Manager, Joseph F. Hickey, CFA. Brian begins the presentation by reviewing 2016, and why the year's returns make the case for a diversified portfolio. Afte[...]

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Parenting 202

As my son transitions to the double digits, I find one of the parenting challenges getting more difficult to balance: The use of a hands-on approach to providing direction versus a hands-off approach of allowing him to try, fail and try again. I understand the benefits of both and know that they sho[...]

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Transitions Are Hard

Last Friday’s inauguration of our country’s 45th president went smoothly—on the dais. Outside the mall in Washington D.C. and around the country, there were those who were exercising their First Amendment right to protest. The transition of political power will likely be more contentious, give[...]

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Consumer Enthusiasm

As we settle into the rhythm of a new year, we can return to some of the details that will likely drive asset prices this year: economic and corporate fundamentals. As we move toward the inauguration this Friday, the new fiscal policy, including taxes, health care, regulation and spending, will domi[...]

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And So It Begins

After the election in November, it seemed that stock and bond markets focused on the potential for a new fiscal policy plan and the economic growth it may bring. While a little of that enthusiasm for the new plan has waned, stocks remain near all-time highs. Bond yields, however, have given up almos[...]

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Now That It’s Opened

The holidays have passed and that one gift you couldn’t wait to open has lost a little bit of its luster. Sure, you are still excited about the prospect of using it over and over again, but the thrill that came from anticipation has waned. Stock investors produced a significant rally during the[...]

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4’3” A New Record!

My 9 year old son has recently become obsessed with how tall he is and how much he weighs.  He feels like he isn’t growing fast enough. When measured this weekend, he noted his height (4’3”) and said “a new record.” I couldn’t help but think about the headlines from the last week, annou[...]

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Rate Reset?

Bond investors are feeling a little shell-shocked after the rise in interest rates in November. Yields across all sectors of the bond market rose and bond prices declined. As an example, 10-year Treasury yields rose over 29% from 1.84% to 2.37% and the Bloomberg Barclays Aggregate Bond Index decline[...]

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Too Much Pie

I hope everyone enjoyed their Thanksgiving meal and family time. Hopefully you made it through the day spending more time arguing about whether the Cowboys will once again become “America’s team” than you did about the recent election outcome. Because I am a dessert fan, I love this holiday[...]

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After the Election

As individuals we can be political. As investors, we cannot be partial to political parties; rather it is important to understand how the changing political landscape will impact our investments. We need to think about how the recent elections may transform the landscape for public policy, and what [...]

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