Cryptocurrency Update: Terra and Stablecoins May 13, 2022. By Kevin Donohue: With the recent news about the stablecoin TerraUST selling off, there is a potential for further losses in Bitcoin and the cryptocurrency market as a whole. While it is difficult to...
Q1 Commentary with J.D. Wolfsberg April 19, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
We hope you enjoy this commentary and with a quickly shifting geopolitical landscape, kindly note the time of the writing was prior to posting, with comments made based on events leading up to February 26, 2022. By Mark Barry, CFA: Following weeks of speculation, on...
Performance Considerations: Diversification and Benchmarks January 31, 2022. By J.D. Wolfsberg: In covering the financial markets, the media often focuses on three prominent market indices; ‘The Dow’ ‘The S&P 500’ and the ‘Nasdaq’. These popular indices represent...
Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
Q3 Commentary with Mark Barry October 27, 2021: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing his...
