Tax Payment Relief & Planning Opportunities In a Down Market

March 19, 2020 -

Tax strategies to consider in light of the market sell-off and IRS Notice 2020-17.

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Coronavirus Market Update

February 26, 2020 -

This week's extreme negative reaction comes on the heels of sobering statistics concerning the spread of COVID-19 (the "Wuhan Coronavirus") and its impact on global economic growth.

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Point of View

January 15, 2020 -

Analysis of 2020

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A Ten-Year Lesson

March 11, 2019 -

An opportunity to reflect and learn from our past behaviors.

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Looking Ahead and Chaos Abounds

November 5, 2018 -

Chief Investment Officer of Disciplined Equities Jon Quigley shares his perspective for Q4 2018.

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Our Perspective on Recent Market Volatility

November 5, 2018 -

Gary Lenhoff, Chief Investment Officer of Fundamental Equities shares his perspective on October market turbulence.

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Market Commentary: Good Morning, Mr. Powell

February 6, 2018 -

Our take on the recent sell-off

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Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike

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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets

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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election

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Market Turmoil

January 19, 2016 -

Our take on the January 2016 markets

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