Should You Wait for a Market Pullback?

With the U.S. equity market approaching its all-time high, it isn’t surprising that many advisors and clients are asking what’s next: invest at these levels or wait for a market pullback. As asset allocators, we have tactically lightened our equity exposure as the markets moved higher

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Apr 24, 2019

Mixed Signals

March market breadth was positive across multiple asset classes. U.S. Equities were positive with the S&P 500 Index returning...

Apr 16, 2019

Thoughts on Global Commodities

It’s been a tough year for farmers, as a recent story in The Wall Street Journal documented. A worldwide surplus of commodities like corn and soybeans...

Apr 15, 2019

What Do You Do For an Encore?

Mergers & acquisitions have always been a subject of interest with investors. The deals are out there...

Apr 10, 2019

When Duration and Credit Exposures No Longer Feel Like a Conservative Strategy

Traditional portfolios can typically be boiled down to...

Apr 8, 2019

5 Indicators on our Radar Screen

The sell-off in equities following December’s fateful FOMC meeting served as a clear indication...

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