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Market Commentary

Q1 Market Review: May Update

May Update  Despite volatility along the way, markets gained so far for the year 2023. Markets rallied in January with hopes that the Fed would soon halt interest rate hikes. The Fed raised rates by 25 basis points in February and again in March, taking the federal funds rate to 4.75% – 5%. Data indicates…

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Strong vs Weak Dollar – What are the Effects?

One might consider how currencies add or subtract volatility from a market in any given part of the cycle. After all, currency does affect and change the fundamentals of many economic indicators. Interestingly enough though, historical data tells us that the US dollar and stock movements don’t actually have a strong correlation, positively or negatively.…

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Global Market Update Event

Harbor event

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Federal Reserve Tapering-Cutting Through the Fog

Market volatility

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Active vs. Passive

Active vs. Passive investment management

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Playing Catch-Up

Elyse quoted in Financial Advisor Magazine

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2012 CFA Institute Conference Recap

Highlights from Chicago

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Quarterly Webinar – Q1 2012

Join us April 20th at 12:15

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2011 Schwab Impact Conference

A report from San Francisco

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Quarterly Webinar – Q3 2011

Join us October 20th at 12:15

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