Portfolio Perspectives
Take Five: 5 Questions on Recent Market Volatility
November 30, 2018

1. In your view, what does recent market volatility mean for equities? There are a few components that are currently impacting…

Read More
Market Outlook
2019 Market Outlook Resource Center
November 30, 2018

Click here for the 2019 Market Outlook Slides Click here to view the Market Outlook blog post. A Holistic Investment Approach Finds... Read More
Kazatsky Corner
11 Months Down… One to Go
November 23, 2018

Supply Down but Rates Run the Show With 2018 coming to a close, we’re taking a look back at the municipal…

Read More
Kazatsky Corner
The Oil Price Connection
November 14, 2018

The municipal bond sector is not immune to volatility in energy prices, specifically, the recent declines in per barrel price of…

Read More
Market Update
Market Update – Midterms & Their Market Implications
November 9, 2018

The midterm elections are over, and after a difficult October and volatile start to November, we now hope to have a…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, October 2018
November 5, 2018

Let’s Call It What It Was… Highlights: Equity markets dropped sharply in October, however, a late-month rebound helped curb those losses…

Read More
Video
Rates on the Rise – Why Active Management Matters
October 30, 2018

Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager, Jamie Mullen, Senior Portfolio Manager, and Steve Grant, CFP®, Head…

Read More
Portfolio Perspectives
How Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018

Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…

Read More
Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

Read More
Fixed Income Total Return Commentary
3Q 2018 — Full Steam Ahead
October 16, 2018

It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…

Read More