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Our Latest Insights
October 18, 2017
by Mark Carlton, CFA®
3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter. That brings the year-to-date gain...
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October 6, 2017
by Mark Carlton, CFA®
Market Perspective for 10/6/17
Liquidity and the Fed Balance Sheet Over the last several years, advisers have been subjected to article after article saying the market...
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August 30, 2017
by Mark Carlton, CFA®
A Three Scenario Market
It has been a while since we sent out an update because from an investment standpoint, not much has changed. There continues to be...
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