Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Point of View

April 11, 2019 -

Analysis of Q1 2019


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A Ten-Year Lesson

March 11, 2019 -

An opportunity to reflect and learn from our past behaviors.


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Point of View

January 30, 2019 -

Analysis of Q4 2018


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Looking Ahead and Chaos Abounds

November 5, 2018 -

Chief Investment Officer of Disciplined Equities Jon Quigley shares his perspective for Q4 2018.


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Our Perspective on Recent Market Volatility

November 5, 2018 -

Gary Lenhoff, Chief Investment Officer of Fundamental Equities shares his perspective on October market turbulence.


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Point of View

October 15, 2018 -

Analysis of Q3 2018


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Point of View

July 26, 2018 -

Analysis of Q2 2018


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Market Commentary: Good Morning, Mr. Powell

February 6, 2018 -

Our take on the recent sell-off


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Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike


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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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Market Turmoil

January 19, 2016 -

Our take on the January 2016 markets


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