Format: Newsletters

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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Unnecessary Risk Review

Carrying unnecessary risk can be manifested in many ways, two of which include portfolios that are allocated too aggressively or too conservatively. Download the pdf to see the items worthy of review.

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After The Storm A Calm

In an environment of uncertainty, if there were one area that could bring you some control and stability, would you focus on it? What if that area didn’t require a big spend, significant resources and wasn’t a large project? Your investment portfolio is part of the backbone of your balance sheet[...]

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There’s No Such Thing As Certainty

While there is no such thing as a “sure thing,” there are indicators in the market that may be helpful as you are thinking through your investment strategy. Click here to download our Insights on those indicators.

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Reduce Investment Program Expenses

Have you had even one planning meeting in the past several years where reducing and controlling costs was not on the agenda? You are always looking for new and creative ways to pinch one more percent out of your operating budget. Consider taking that same approach when considering the costs of your [...]

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Investment Continuity Planning

Those of us who live in tornado-, hurricane- or earthquake-prone areas know how to take cover when a storm hits. We also have detailed business continuity plans in place for if a disaster were to strike. In fact, we spend a lot of time ensuring we are prepared using available information to develop [...]

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Who’s Afraid of the Big Bad Markets

Well, to some extent, after the trauma of The Great Recession, who wouldn’t be? But, to achieve returns in the range needed to thrive or even survive in the health care industry, investment portfolios need to be more diverse – in fact, in the next three to five years, about 40% of respondents fr[...]

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