Author Archive

September 2023 Newsletter

This month we turn the page on the calendar to September, and hopefully some cooler fall weather! While students return to school and summer travel winds down many of us start to think about the approaching holidays and celebrations with family. We believe it’s never too early to start end-of-year planning. Read the full newsletter

August 2023 Newsletter

We’ve reached the dog days of summer! Parents are ready for kids to get back to school, recent college graduates are settling in at new jobs. Speaking of graduates, you might have someone in your life going through this transition and needing some guidance on managing money for the first time. It’s important to have […]

Quarterly Outlook Q3 2023: Recession Predictions Linger

Although many economists predict a recession for 2023, the economy continues to be resilient. Several factors are keeping the economy in expansion mode — the strong labor market, strong consumer and corporate balance sheets and the stabilizing housing market — despite significant headwinds. In our Quarterly Outlook, we cover what’s contributed to growth in stocks, […]

Celebrating Groundbreaking Research with Giants of Finance: Fama and French

It has been 30 years since Eugene Fama and Ken French published their paper proposing a three-factor model for stocks. Their research paved the way for the implementation of multifactor systematic investing. While these giants of finance can’t predict where the industry is headed next, they’ve played a critical role in changing how investors think […]

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