Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Inflation has averaged just over 1-1/2 percent...
By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer & Richard Steinberg, CFA, Chief Market Strategist When we look back on the returns of...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Slowing growth abroad, particularly in Germany and...
By: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Brian Katz, CFA, Chief Investment Officer & Richard Steinberg, CFA, Chief Market Strategist Movies developed using technicolor appear highly saturated if...
In this quarter’s newsletter, we discuss two topics that we believe are quite timely. First, we preview a relatively new economic theory known as Modern Monetary Theory, which should...
The ten-year-old bull market’s resiliency was on display during the first quarter of 2019, with the U.S. stock market recovering nearly all its losses from the previous...
Tips for investors when stock markets get wonky. We lay out a plan of action to keep it all in...
The fourth quarter of 2018 will go down as one of the worst for investors since this recovery began in March of...
For the third quarter, the S&P 500 had its best quarterly performance in five years as U.S. equities continued their run of dominance over nearly all other countries and...
What Will Kill the Bull Market (and When)? – We identify the forces that could instill fear into the markets and potentially diminish...
How many companies are in the Wilshire 5000—a broad index of publicly traded domestic stocks? On the surface, this appears to be a brain teaser akin to “what color...
Richard Steinberg, Chief Market Strategist, weighs in on market activity as stocks sell off amid earnings season and geopolitical...
Financial markets faltered during the first quarter of 2018 following several quarters of relative...
Learn what alternative investments are and how they may be able to add more diversification to your...
Conservative investors should take a look at the actual risk in their investments. It may be more than they...
We uncover the facts about mutual fund fees with this primer. Use this to know if you are paying too...
Ask the right questions to improve your investments. Start with these questions to ask yourself or your...
The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...
We take a fresh look at your performance review report. What do those numbers really tell you about how you are...
Clients are asking more than ever of their advisors. Routine conversations around having enough to retire, saving for college, or leaving a financial legacy have become more robust as...
Federal Reserve Chair Janet Yellen signaled last week that monetary policy is on the path to normalization and that the long period of extremely accommodative short term interest rates...
Despite its age, the bull market for equities looks well-positioned to continue, putting it as the second longest in American history. Corporate profits have emerged from a so-called “earnings...
The Federal Open Market Committee (FOMC) delivered a 25bps interest rate hike last week that was largely in line with expectations. This marked only the third interest rate hike...
Richard Steinberg, Chief Market Strategist, shares his outlook on the Fed’s probable interest rate hike and market reaction, and why he’s keeping an eye on...
Richard Steinberg, Chief Market Strategist, provides his take on the market rally and why he is waiting for more clarity from...