Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg October 21, 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...
Bond Market Note: November 15, 2016

Bond Market Note: November 15, 2016

November 15, 2016. By John Wolfsberg: The bond market has witnessed a significant back up in yields as a result of the surprising win by Donald Trump in last week’s Presidential election. Going into Tuesday, the market had been positioned for a Clinton win, but as...
Intelligent Index Review, Third Quarter 2016

Intelligent Index Review, Third Quarter 2016

November 4, 2016. By Richard Greene: Despite the crazy election rhetoric, the third quarter was the best of the year so far for the market and while economic data was mixed, consumer confidence reached post-recession highs. While economic conditions were relatively...
Global Spotlight China: Rise of the Consumer

Global Spotlight China: Rise of the Consumer

November 1, 2016. By Mark Barry: Our Global Spotlight series takes a dive into foreign economies and their big-picture impacts. This edition will include commentary and analysis covering the economic state of China, and has been posted in three issues: The Great...