Articles

In this month’s Market Update, Senior Portfolio Manager Ted Cohan discusses the importance of diversity and talks about the 'Magnificent Seven' tech stocks...

In this month’s Market Update, Senior Portfolio Manager Tyson Romanick discusses the outlook in 2024 after last year's strong economic performance and why we're looking at history in case inflation makes a comeback in order to be prepared. In addition, the Portfolio Managers share an article covering the strong market performance for the month of January.

In this month’s Market Update, John Cunnison kicks off a new year of monthly market updates with some observations on the markets and economy in 2023 and some thoughts about preparing for the coming year.

In this month’s Market Update, Senior Portfolio Manager

In this month’s Market Update, Senior Portfolio Manager Tyson Romanick discusses bonds and their comeback after a historically bad year in 2022 and talks about the opportunities bonds can provide your portfolio.

John Cunnison and Vesna Dodge recap the third quarter, discuss the rise in oil prices and interest rates, and look ahead to the fourth quarter of 2023.

In this month’s Market Update, Chief Investment Officer John Cunnison discusses economic and market resilience in the face of aggressive Fed policy. He argues that while the prospects of a recession are material as Fed policy begins to take hold, the economic resilience we are witnessing now reduces the chance of a deep and damaging recession. In addition, the Portfolio Managers share an article covering market activity for the month of August.

In this month’s Market Update, Senior Portfolio Manager Tyson Romanick talks about investor sentiment back in 2022, where we are today, and two major factors that go into making portfolio changes. In addition, the Portfolio Managers share an article covering the S&P500's winning streak and inflation concerns due to an increase in gas prices

Senior Portfolio Manager Ted Cohan is joined by EVP of Wealth Management Vesna Dodge in this market update. Vesna shares about exciting technology updates happening in the Wealth Management Department and Ted recaps June market activity and what to expect with the Federal Reserve's decisions regarding interest rates.

John Cunnison discusses the current market and economic environment. With the debt ceiling debate in the rearview mirror and the S&P 500 showing signs of strength, we turn our collective attention back to the Fed, interest rates and moderation in economic activity.

This article addresses the debt ceiling and longer-term fiscal challenges.

In this month's market update Tyson Romanick talks about the debt ceiling and the highly unlikely probability of the U.S. defaulting on its debts.