The Advisor Our Firm's quarterly economic newsletter

January 2018

The Advisor: 4Q 2017

A look at the past quarter's economic information including our views going forward.

White Papers & Research

June 2017

Periodic Table: S&P 500 Sector Performance

This chart provides a detailed look at the S&P 500 Index’s performance over the past decade, broken down by its 10 sectors.
January 2017

Periodic Table: Fixed Income Sector Performance

The chart provides a detailed look at Fixed Income performance over the past decade, broken down by 13 sectors.
January 2017

Covered Call Investing

A closer look at covered call investing and how it could benefit your portfolio.

Market Insights

January 2018

Implications of the New Tax Law for Investors

The new tax law realigns the U.S. corporate tax with the rest of the developed world and could be the catalyst for continued market highs.
December 2017

History Lesson?

Those who fail to learn from history are doomed to repeat it. We see this time as presenting a great opportunity for actively managed and proactive portfolios. While passive investing presents unique opportunities for investors downside protection should not be forgotten.
February 2017

Top 5 Reasons Why Muni Issuance Can Surprise to the Upside in 2017

A listed the top five reasons why we believe the municipal bond supply may surprise to the upside.
November 2016

Macro Matters

The financial crisis and the response of global central banks to it has drastically changed our current financial landscape.
October 2016

Funding the Infrastructure Gap

Fully appreciating the condition of the nation’s infrastructure is not for the faint of heart. However, we are seeing signs of optimism for the future.
October 2016

Changes In Money Market Fund Regulations

Sweeping changes in government regulation of Money Market funds have caused a substantial shift in reserve assets from Prime and Municipal Money Market funds into Treasury or Federal Agency funds.
August 2016

Investors Behaving Badly

Why investors make bad investment decisions — a study of investor reactions to risk and return in the context of time.

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