Updated: 2020 Year-End Planning

Updated: 2020 Year-End Planning

As we enter the last few days of 2020, we are encouraged by the introduction and initial deliveries of a COVID-19 vaccine yet remain in the midst of a new surge in the pandemic. The economic impact of the pandemic and election results have created unique but difficult...

Markets Rally on Early Election Results

Markets Rally on Early Election Results

  Global pandemic, unprecedented government stimulus, record low GDP report, booming technology stocks and a red-hot IPO market – 2020 has been quite the year – and it is not over! A closely contested U.S. presidential election with record turnout appears to be...

What the Election Means for My Portfolio

What the Election Means for My Portfolio

  With just days until the highly-anticipated 2020 presidential election, nerves are running high across the country. Markets have experienced significant volatility in recent weeks as investors grapple with how the outcome may impact returns. However, markets...

Rally Continued, but Pace Slowed

Rally Continued, but Pace Slowed

Mixed style factor performance, inflation risks remained low Key Observations The rebound in global assets continued in August, led by U.S. large cap equities, but value showed signs of life in Europe and China pulled emerging market equities into positive territory...