Insights: U.S. Stocks and Bonds Rise in August Amid Continued Uncertainties Abroad

Click HERE for a printable version of this post. Overview In August, U.S. stocks and bonds rose, and foreign stocks and bonds fell. Economic data in the U.S. continued to be strong. August began on an upbeat note after the Trump administration reached a conciliatory trade agreement with the European Union in late July, and | Read More +

Insights: Global Stocks Gain in July, But Headwinds Remain

Click here for a printable version of this post. Overview In July, U.S. and international stocks rose, and domestic and foreign bonds were variously stable or positive. Economic data in the U.S. continued to be strong. It deteriorated further in Europe, but late in the month the Trump administration reached a conciliatory trade agreement with | Read More +

Insights: U.S. Stocks Gain, Foreign Assets Remain Pressured

Click here for a printable version of this post. Overview In June, U.S. stocks rose, but foreign stock indices again declined. Economic data in the U.S. continued to be strong, but political uncertainty abroad, particularly in Europe and in emerging market countries due in part to trade policy, rattled investors.  The Federal Reserve, as expected, | Read More +

Insights: U.S. Stocks Gain, But Foreign Assets Decline Amid Political Uncertainty Abroad

Click here to print. Overview In May, U.S. stocks rose but foreign stock indices declined. Economic data in the U.S. continued to be strong, but political uncertainty in Europe and idiosyncratic developments in a few emerging market countries rattled investors.  The Federal Reserve left its key benchmark rate unchanged, as expected, at its meeting on | Read More +

Insights: Equities Still Sorting Through Policies and Politics

Click here for a printable PDF Overview In March, major U.S. and foreign stock indices moved down. The stability that seemed to have reappeared at the end of February gave way to increased volatility after the Federal Reserve ended its meeting on March 21. Although the Fed’s policy statement contained both dovish and hawkish elements, | Read More +

Our Perspective: The Value of Independence

Click here to print a PDF version of this post. Last week The Wall Street Journal reported that the probe into how Wells Fargo has systemically misled clients now extends to practices in its wealth management division.  Bloomberg recently reported that J.P. Morgan’s “failure to properly inform some…clients about conflicts of interest has resulted in a record $30 million | Read More +