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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.

01 Feb

James M. Skubik, CFA | Feb 01, 2023

Labels and the Importance of Earnings

In a reversal of a long, consistent trend, we just experienced a year where “value” stocks outperformed “growth.” In 2022 the Russell 1000 Pur...

01 Feb

Scott D. Horsburgh, CFA | Feb 01, 2023

February Investment Comments

Last summer, there was a brief wave of optimism among investors that the Federal Reserve’s pattern of interest rate hikes would be short-lived. It w...

03 Jan

Miles Putnam, CFA | Jan 03, 2023

January Investment Comments

No year is without surprises. As we look back at 2022, probably the two most disruptive surprises were Russia’s war in Ukraine and the persistence o...

03 Jan

Dan Boyle, CFA | Jan 03, 2023

Working to Serve You Better

I don’t know about you, but I’d like to put 2022 firmly in the rear-view mirror. The war in Ukraine, inflation, the Federal Reserve’s interest r...

01 Dec

Dan Krstevski, CFP® | Dec 01, 2022

2022 Year End Financial Checklist

2022 is shaping up to be tough for investors. However, as the year draws to a close, focusing on short term market performance is not productive. Now ...

01 Dec

Scott D. Horsburgh, CFA | Dec 01, 2022

December Investment Comments

The stock market continues to be driven on a daily basis by the outlook for interest rates. Data suggesting inflation is easing or the economy is slow...

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