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Market Notes

Feb292016

Navigating Portfolios Through A Difficult Investment Climate

Investment TeamBy Rick VollaroFebruary 29, 2016Leave a comment

Tactical managers must maintain a big picture view, and then find ways to invest with that perspective over a multiyear time frame. One of the most challenging aspects of this task relates to the dizzying array of analysis and opinions we digest each day, particularly in a world where updates of all sorts are monitored…

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Jan302016

Bearish Tendencies and Silver Linings

Investment TeamBy Rick VollaroJanuary 30, 2016Leave a comment

2015 had many twists and turns, but from a financial market perspective, it was effectively a road to nowhere when looking across a variety of asset classes. In U.S. equity markets, large company stocks (large cap) barely moved as just a few sectors and stocks were big winners. In the broad market, many stocks performed…

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Jan152016

A Peek At The Market

Investment TeamBy Rick VollaroJanuary 15, 2016Leave a comment

While 2015 had its share of volatility and ended with virtually no gains in stocks, 2016 sprinted to the downside with volatile global markets, a bifurcated U.S. economy, and the first rate hike in a decade. As we outlined in October, the global economy is slowing and the issues in China and emerging markets are…

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