Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends that made headlines in 2022 ...
Summer 2022 Market Recap & Outlook
There have been lots of headlines over the last six months, so what’s top of mind for our Investment Team? ...
Winter 2022 Market Recap & Outlook
After a strong year for equity markets comes to a close, our team reflects on the trends of 2021 and ...
Mid-Year 2021 Market Recap & Outlook
Following a quarter of relative “normalization,” our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap ...
Spring 2021 Market Recap
With record-high equity allocations in portfolios, should investors be concerned? Our investment team tackles this and more, including fixed income ...
Winter 2021 Market Recap
As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...
Fall 2020 Market Recap
Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches – hear our team’s ...
Summer 2020 Market Recap
“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s ...
Winter 2020 Market Recap
In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the ...
Fall 2019 Market Recap
In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment Officer Michael Moriarty offer insights ...
Summer 2019 Market Recap
In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team discuss recent market trends and ...
2019 4th Quarter Commentary: “Farsighted Expectations”
The last time a balanced 50% stock/50% bond portfolio performed better than in 2019 was back in 1997 Market observers ...