Financial markets pushed higher in the third quarter, sustaining or establishing new all-time highs along the way. In the U.S., stocks continue to find support from […]

Solid second quarter returns for the major stock and bond benchmarks were overlooked by both media and investors alike, as attention was diverted to Britain’s referendum […]

On the heels of a choppy year in the markets, investors were confronted with more volatility at the start of 2016. In the first week of […]

A roller coaster year for the markets has finally come to an end, as most major stock and bond benchmarks registered small gains or losses for […]

After several years of relatively smooth sailing in equity markets, the third quarter hit investors with a full-blown correction. In our August letter to you, we […]

Following a modestly positive first quarter for stocks and bonds, major asset classes stumbled in the second quarter due to turmoil overseas. The month of June […]

After underperforming most asset classes in 2014, international equities led the way in the first quarter of 2015, up close to 5% for the period, and […]

With 2014 representing the sixth year of the economic recovery, U.S. stock and bond markets pushed higher despite sluggish global GDP growth and increasing concerns about […]

An important investment theme in the third quarter was the variation in returns across asset classes. Large cap U.S. equities managed a small positive return in […]