Insights2023-06-20T19:57:42+00:00

INSIGHTS

The Summer’s Most Important Investment News Story

By |August 4th, 2015|

By: Matt Garrott What is the most important story in the investment world right now? Greece? China? A Federal Reserve rate hike? The single most important story in the investment world right now is over the word ‘Fiduciary’. A Fiduciary (this word is so important that [...]

Market Commentary Q2 2015

By |July 8th, 2015|

By: Matt Garrott Returns were mixed this quarter, mostly positive for equities and negative for income-producing securities. The Barclays Aggregate Bond Index was down 1.7%. Municipal bonds lost 0.9% and TIPS dropped 1.1%. Foreign bonds declined by 1.5%. US Large Cap stocks as measured by the [...]

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