Client Bulletins

A Look Ahead: Cash Management: Are You Leaving Returns on the Table? Investment Outlook & Portfolio Positioning Foreign Stocks: Valuations Attractive Life Insurance & Annuities: [...]

Key Takeaways Markets had an extremely difficult year in 2022 and there were few places to hide including traditionally safer assets like bonds. Despite the likely volatility ahead returns in [...]

Third Quarter Key Takeaways The rebound in equity markets in July and August based on investor hopes of easing inflation was short-lived. Absolute returns for the quarter were disappointing, but [...]

Second Quarter 2022 Key Takeaways 2022 year to date has been rough for investors in both the equity and fixed income markets. There are external shocks to the global economy such as the Russian [...]

First Quarter 2022 Key Takeaways The biggest headline from the past quarter is Russia’s invasion of Ukraine. This has resulted in devastating human suffering and has also had an impact on the [...]

Fourth Quarter 2021 Key Takeaways The S&P 500 continued to gain in the quarter compared to muted returns in most other global assets classes COVID concerns increased as the highly contagious [...]

Third Quarter 2021 Key Takeaways The S&P 500 hit an all-time high during September However, the S&P 500 quickly sold off after the high due to concerns about the delta variant, the [...]

Second Quarter 2021 Key Takeaways Global equities continued to generate good returns, generally double digits for the first half of 2021 U.S. value stocks continue their strong outperformance [...]

First Quarter 2021 Key Takeaways Value stocks led the way during the first quarter of 2021 The S&P 500 gained 6.3% but large value returned 11.4% Small cap value returned 21.5% vs. large cap [...]

Fourth Quarter 2020 Key Takeaways This year was a tragic one. Yet global stocks were up 16.3% for the year. U.S. stocks did a bit better, with large caps up 18.2% and small caps up 20.0%. [...]