Upcoming Webcast:

The Stock Market’s Super Seven: Managing Investor FOMO

This webcast is approved for 1 hour of CFP® CE credit

October 22, 2020
11:00 AM EDT

SMA Fixed Income Commentary
2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared
July 8, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
2Q 2020 — Tax-Free Fixed Income
July 8, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Taxable Fixed Income Commentary
2Q 2020— Taxable Fixed Income
July 8, 2020

Jamie MullenSenior Portfolio Manager Neal DeBontePortfolio Manager The Navigator Taxable Fixed Income strategy finished the second quarter slightly outperforming its benchmark.... Read More
Benchmark Review
Benchmark Review & Monthly Recap, June 2020
July 6, 2020

Equity Markets Grind Higher in June; Quarter is Best in Decades HIGHLIGHTS: Stocks rallied sharply in April and May and added…

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Market Outlook
2020 Mid-Year Market Outlook Commentary
June 26, 2020

The Road to Economic Recovery Highlights We believe: Record volatility, the quickest decline into bear market territory, and a record setting…

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Market Moves
Market Moves: Charting Our Strategies, May 2020
June 15, 2020

In April, the market rallied sharply with the S&P 500 as it posted its biggest monthly gain since 1987, up 12.82%. Drivers for the rally included improving COVID-19 trends, slow re-opening plans for the economy, and possible treatments on the horizon. With earnings season in full swing, the number of buyback cancellations…

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Market Update
Volatility is Still Alive and Well – Perspective on Yesterday’s Selloff
June 12, 2020

June 12, 2020 |After a record breaking rally off of the March lows that resulted in new highs for the Nasdaq…

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Market Outlook
2020 Mid-Year Market Outlook Resource Center
June 8, 2020

2020 Mid-Year Market Outlook Webcast Replay Click here for the 2020 Mid-Year Market Outlook Slides Click here to Read the 2020... Read More
Benchmark Review
Benchmark Review & Monthly Recap, May 2020
June 3, 2020

Markets Continue Higher as the Economic Reopening Begins HIGHLIGHTS: U.S. stocks pushed higher in May after April enjoyed the third best…

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Market Moves
Market Moves: Charting Our Strategies, April 2020
May 13, 2020

In April, the market rallied sharply with the S&P 500 as it posted its biggest monthly gain since 1987, up 12.82%. Drivers for the rally included improving COVID-19 trends, slow re-opening plans for the economy, and possible treatments on the horizon. With earnings season in full swing, the number of buyback cancellations…

Read More