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From the Investment Team

Read the latest research and insights from our Investment Team

Latest updates:

March 31, 2020
03.28.2020: CIO Note

In the following video, Mark seeks to provide additional perspective regarding recent market volatility. Importantly, this video is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching or listening to this video should take our comments as advice specific to or appropriate for their individual situation. […]

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March 15, 2020
Market Update: Records Set, Tolerance Tested

The day before turning in its fifth-worst day in history—its worst single-day performance in more than three decades—on Friday the S&P 500 turned around to record its tenth-best daily return in history. That it ended on a strongly positive note may have been little relief for the anxious, as the index remains down just under […]

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March 11, 2020
Market Update: Bearing the Bear

As markets roil, it’s increasingly evident that the eventual depth of this downturn will depend on the breadth and duration of the dual contagions now spreading across the globe: the coronavirus outbreak and the oil price war. With the actual disease threatening human life and macroeconomic growth, potential duress in the energy sector threatens to […]

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March 9, 2020
Market Update: Stockpiling On

Investors needn’t another layer of uncertainty, but received one anyway over the weekend after a meeting of members of the Organization of the Petroleum Exporting Countries (OPEC) and its partner countries (together OPEC+) collapsed. Saudi Arabia slashed prices and matched threats from Russia to increase production. Meantime, COVID-19 cases surged in the U.S. and in […]

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February 28, 2020
Novel, But Not New

It would seem that investors finally began to focus on the near-to-medium-term potential impact of the COVID-19 virus. Or, was it that the Democratic Party debates were stirring fears of an increasingly tumultuous progression to the 2020 Presidential Election? We might best assume both, even as we respond to the recent dramatic decline in the […]

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February 11, 2020
Hypothesizing Retirement, Part 3

We closed January’s commentary with the thought that the vagaries of market returns we see in history are likely to persist in the future. While we cannot foresee what shall become of the market over the longer-term future, we can plan to be adaptable to circumstances in the interim. In particular as we begin to […]

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