Market Commentary - July 2022

July 19, 2022

Our Investment Strategy Group's Quarterly Market Commentary for July 2022 shares their market review and outlook for the first half of 2022.

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Why Are My Bond Funds Losing Value?

July 6, 2022

Over the past few months, interest rates have risen, and bond process have fallen. This is the reason why bond portfolios have experienced a decline in market value. This process will continue until interest rates stabilize.

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Market Commentary - April 2022

April 21, 2022

The global equity and fixed income markets suffered negative returns as volatility surged and investors’ attention was drawn to Russia’s invasion of Ukraine, surging inflation and the Federal Reserve’s tighter monetary policy stance, among other items.

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When Geopolitical Events Arise

February 17, 2022

Although geopolitical events such as armed conflicts and inflation are unsettling, history shows that selling investments in response to these occurrences is often a mistake.

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The Ability to Change

February 16, 2022

With increasing rates and longer bond durations, this may be the time to consider strategies that offer lower price sensitivity during periods of rising interest rates.

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Market Commentary - October 2021

October 15, 2021

Despite inflation and the portent of Fed tightening, our Investment Strategy Group has reasons to believe the US, led by consumers, will achieve significant economic growth.

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ESG – A Clean Energy Perspective

March 18, 2021

In Environmental, Social, Governance (ESG) investing, clean energy is a major focus. Where is this revolution headed, and what are important considerations for investors?

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