Special Release - When Two Black Swans Meet

Glenn Robinson, CFA®, Chief Investment Officer
Over the past weekend, Saudi Arabia rocked global oil markets after the Organization of the Petroleum Exporting Countries (OPEC) and Russia could not agree on additional production cuts to combat low crude oil prices.
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Special Release - When Markets Sneeze

Glenn Robinson, CFA®, Chief Investment Officer
As of Tuesday’s close, equity markets endured a second day of selling pressure due to concerns over COVID-19, or the coronavirus. While it’s very difficult to assess the global economic impact from COVID-19 at this time, we do know that it is impacting the economy of China and surrounding countries.
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Security Tips for the Holiday Season

By Kunal Thakur, Assistant Information Systems Administrator
As you prepare for the holidays, it is important to keep in mind that cybercriminals will be doing the same. Protecting data during this busy time is important for both corporations and consumers. In this article, I explain why attacks increase during the holidays and how you can defend against the attacks, so that you may enjoy your holiday season! Why we need to be more careful during the holidays You might be wondering why you should be on high alert during the holidays, compared to any other day. The reason is rather simple. More money flows during the holidays, therefore attackers have
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SECURE Act Highlights

Cheryl Langston, CFP®
On December 20, 2019, as part of an end-of-year spending bill, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed.
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Special Release - Beware the Ides of … August?

In our most recent quarterly letter, we discussed how the global economy was still growing despite several macro headwinds. Since August 1 st, when President Trump announced additional tariffs on $300 billion of Chinese goods, investors have been deluged with news of disappointing economic data, currency manipulation, and yield curve inversion. As a result, growth concerns are back and weighing on risk sentiment, which is causing a spike in volatility for equity markets. Recent economic data indicates that certain international economies are slowing more than originally forecast. Germany and
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Special Release - Keep Calm and Carry On

After an extremely strong third quarter for equity returns, sentiment quickly turned negative in October as investors grew wary over 2018 being the “peak” year for growth. “Peak growth” refers to the maximum rate of expansion for this cycle, not an end to growth for the economy or corporate profits.
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Special Release - Sector Reshuffling

Communication Breakdown Major changes are happening to the sector classifications that companies are assigned to within key U.S. stock indices, and we wanted to alert you to these changes. These changes occurred on September 21st, and will be reflected on your Q3 2018 reports.
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