Perspectives

In today’s market, human insight makes all the difference.

An enduring advantage is found not just in knowledge of the data, but in understanding the changing market. Our team is devoted to continually updating our own knowledge–and to being transparent with what we learn for our clients.

September 30, 2018

Investment Perspectives

Third Quarter (2018)

Conventional wisdom did not hold in the third quarter of 2018. The summer months have earned a reputation over many years as being challenging for equity investors, with September being the most difficult month historically. Not this year. Instead, the markets generated their best quarterly return since 2013. In August, the markets officially reached a milestone, the longest duration bull market.

Download Report

September 30, 2018

Investment Perspectives

Third Quarter (2018)

Conventional wisdom did not hold in the third quarter of 2018. The summer months have earned a reputation over many years as being challenging for equity investors, with September being the most difficult month historically. Not this year. Instead, the markets generated their best quarterly return since 2013. In August, the markets officially reached a milestone, the longest duration bull market.

Download Report

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