By CHRISTINE R. QUILLIAN, CFA, CFP® “Experience is a comb life gives you after you lose your hair.” – Judith Stern After stocks’ worst-ever start to a calendar year, now is a good time to remind ourselves why investors volunteer … Read More
By STEVE WHITTINGTON, CFA By now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with regarding our nation’s response to the arrival of the coronavirus, or COVID-19, in America, and the subsequent … Read More
BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work. Therefore, the comments within or additional thoughts might have already been shared or … Read More
BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights. Among the reasons, maybe the less-crowded … Read More
It was actually in Early January that the Coronavirus became a worry for the market. It started out in December 2019 in the city of Wuhan, the capital of China’s Hubei province, and seemingly the big market worries were about … Read More
Can we capture international exposure with domestic equities, and if so should we? BY BRENDAN WAGNER, Portfolio Manager How much international exposure should a US investor have in an equity portfolio? With 75% of global economic activity occurring outside the US, some investors consider it irresponsible NOT to … Read More