Signs of Slower U.S. Growth on the Horizon

The U.S. economic expansion, which began in 2009, is already one of the longest on record. This begs the question, how much longer can it last? While the recently passed tax reform bill may help to prolong the economic cycle, there are signs of slower growth, as the year progresses. And, this can have significant implications for the fixed-income market

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Feb 23, 2018

Goldilocks’ Year

The Goldilocks investment environment may be coming to an end. What does that mean for portfolios? Everyone knows the famous story of Goldilocks. A little girl goes for a walk...

Feb 23, 2018

Commodities: SPOTting the Real Opportunity

In the bestselling book, A Random Walk Down Wall Street, Burton Malkiel claimed, “A blindfolded monkey..."

Feb 22, 2018

Can Large Growth Stocks Continue Their Upward Climb?

After a strong finish in 2017 (gaining more than 30%), large-cap growth stocks continue to lead the broader...

Cybersecurity and ERISA Retirement Plans: The Financial Consultant’s Role

Cybersecurity is top of mind for many businesses, but have consultants...

Feb 15, 2018

Navigating Headwinds in the U.S. Bond Market

The 10-year U.S. Treasury yield breached the 2.9% level this week, as investors became wary of fiscal stimulus...

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