Quarterly Economic Update Third Quarter 2021

Equity markets ended the third quarter with mixed results. The quarter started with strong earnings reports lifting many large U.S. stocks during the summer and ended with the Federal Reserve (Fed) striking a dovish tone, confirming its hesitance to tighten policy too...

Anticipating Rising Interest Rates

Interest rates play a crucial role in the American economic system. They influence the return on savings, the costs of borrowing and can have a bearing on the direction of many investments. The direction of interest rates is also known to provide insight into future...

Focusing on Factors You Can Control

Every investor normally has personal goals in mind that they would like to achieve. Although most non-retired adults have some savings, only 36% say their nest egg is “on track,” according to the Federal Reserve. Sometimes, those eager to boost retirement savings...

Quarterly Economic Update: Second Quarter 2021

In the first half of 2021, investors welcomed a new administration in the United States of America, saw the reopening of many countries, experienced volatility in equity markets and ended a second quarter that produced many new highs. The S&P 500 has now gained...

Midyear Outlook 2021: Picking Up Speed

THE U.S. ECONOMY powered forward faster than nearly anyone had expected in the first half of 2021. As we were writing our Outlook for 2021 in late 2020, our economic views were significantly more optimistic than consensus forecasts—but in retrospect, not nearly...

Embracing Fiduciary Excellence

Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for...