our insights
Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
August 1, 2014
by Mark Carlton, CFA®
Market Perspective & Fund Notes for 8/1/14
Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so...
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July 22, 2014
by Mark Carlton, CFA®
Quarterly Perspective for 2Q14
Summary The stock market rally continued through the second quarter of 2014. There was a brief -4% “correction” in early April but...
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June 16, 2014
by Mark Carlton, CFA®
Market Perspective for 6/16/14
Stocks finally broke out of their trading range after the Memorial Day holiday as investors decided that the economy was in fact growing...
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