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Inflation Bites, and is Capitulation in Sight?
By Brendan Wagner on May 19, 202207Read moreBY BRENDAN WAGNER, Portfolio Manager A day after Walmart’s weak earnings, Target’s results sent a shudder through the markets...
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Muni Mania
By Amy Carcione on May 5, 2022Read moreSince the start of 2022, we have witnessed a significant surge in municipal bond yields. This spike in yields…
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Unpacking Recent Market Moves
By Brendan Wagner on March 17, 2022Read moreMarket expectations of aggressive Fed rate hikes declined as the war broke out, reversing the “Value-beats-Growth” trade quickly, particularly…
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Events in Ukraine
By Randy Loving on March 10, 2022Read moreAs the US market was reconciling potential interest rate increases from the Federal Reserve, Russia invaded Ukraine. Today,…
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Long-Term Perspective
By Olga Lee on February 17, 2022Read moreIn light of the recent market volatility we thought it would be worthwhile to remind investors that it is…
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A Message From CEO Ned Montag: Past, Present and Future
By Ned Montag on January 13, 2022Read moreFor those who think of these times as less and less recognizable, or even dystopian, permit me to argue…
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New Year’s Resolution: Keep Hackers Away
By Jane Morrow on December 30, 2021Read moreThis New Year’s, make a practical resolution to be vigilant about protecting yourself and your information online.
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Acquisitions Good & Bad, Part 3
By Kent Shaw on December 16, 2021Read moreFor our final installment of the series we will review what I describe as a “Hub and Spoke” acquisition….
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Will Employees Return to Work?
By Helen Donahue on December 2, 2021Read moreMuch has been made of the labor shortage in the pandemic era. Many economists predicted that unemployment would decrease with…
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Acquisitions Good & Bad, Part 2
By Kent Shaw on November 18, 2021Read moreThis week we will review another type of acquisition that I often refer to as “pre-paid R&D” — where…