Market Insights

Our open-architecture, unbiased approach is based upon research from a number of different investment firms.  We tailor your investment solution based on your specific goals, and employ an active management strategy for a large portion of your portfolio, while achieving additional diversification through passive strategies.  Our strategy is structured, yet allows us to maintain the flexibility that our clients desire.

We consider a number of factors in our security selection process.  As long-duration common stockholders, we are aiming to purchase industry leading corporations while also recognizing the value of global diversification.  We are long-term investors, but adjust portfolios based on current market conditions and forward-looking assumptions.

Below are helpful resources for current market topics and better investment understanding. 


 
 
 

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.

Read More


 

 

Economy & markets

Bringing perspective to events that shape the economy and move markets.

Read More

 

 

State Street Global Advisors Daily Blog

Read More

 

BlackRock Institutes Blog

Read More



 

Capital Market Assumptions

Read More