Insights

January 8, 2018

Market Perspectives – January 2018

Capital Markets – A Look Back at 2017

2017 will go down in the history books. 

December 22, 2017

Holiday Discounts and Market Premiums

By: Abby Bennett, CFP®

It’s the most wonderful time of the year, and while I haven’t toasted too many marshmallows lately, I certainly have done my fair share of online shopping.

December 7, 2017

Market Perspectives – December 2017

Capital Markets

The stock market’s winning streak extended for another month in November as U.S.

November 7, 2017

Market Perspectives – November 2017

Capital Markets

In October 2017, the S&P 500 delivered its 12th consecutive positive monthly gain, a feat that has never been recorded in the history of the index. 

October 5, 2017

Market Perspectives – October 2017

Capital Markets

The third quarter produced positive market results for the 8th consecutive quarter, a feat that hadn’t happened in the last 20 years. 

September 6, 2017

Market Perspectives – September 2017

Capital Markets

August is historically one of the slowest market months of the year, and this year it was no different. 

August 7, 2017

Market Perspectives – August 2017

Capital Markets

Stocks began the third quarter on a positive note. 

July 6, 2017

Market Perspectives – July 2017

Capital Markets

The first half of 2017 experienced very strong returns, given we are in the late stages of the bull market.

June 19, 2017

What We Learned from Investing Legends

By: Dustin Barr, CFA

Being a relatively large independent investment firm has its benefits. 

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