our insights
Stay informed with perspectives from our investment team:
Our Latest Insights
August 22, 2014
by Mark Carlton, CFA®
Our Market Perspective
As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...
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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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