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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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