RESEARCH
Midyear Outlook 2019: What Really Matters in the Markets
Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.
Market Insight Monthly | October 2019
Gross domestic product (GDP) grew 1.9% in the third quarter, its slowest pace of growth since the fourth quarter of 2018.
A Tale of Two Economies | Weekly Market Commentary | November 11, 2019
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
Reaching New Highs | Client Letter | November 7, 2019
Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake…
EDUCATIONAL ARTICLES
Identity Theft: How to Protect Yourself Against the Fastest Growing Crime in America
According to the Federal Trade Commission (FTC), identity theft topped its national list of consumer complaints for the 15th consecutive year in 2014.
Midyear Outlook 2019: What Really Matters in the Markets
Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.
Outlook 2019: Fundamental – How to Focus on What Really Matters in the Markets
After nearly 10 years of witnessing the U.S economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion…