In a year characterized by the unexpected, maintaining a disciplined approach to managing your portfolio was our primary objective. During the unsettled economic environment that existed during the first half of the year, we used market volatility to rebalance your portfolio into the extreme sentiment we observed. In the second half, given the noteworthy risk … Continued
The unexpected victory of Donald Trump has been a reminder of the growing dissatisfaction many Americans have with the political establishment of this country. Even though we can look to history, which tells us elections and presidents don’t typically have a lasting impact on financial markets, many are questioning whether it will be different this … Continued
These were the three topics most of us were raised to believe should never be a part of polite conversation, but with a hard fought and contentious presidential election campaign just weeks away from completion, such taboo subjects are inevitably top of mind for many investors. And while every presidential cycle tests our emotions, particularly … Continued