Q2 Commentary with Mark Barry July 15, 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 commentary...
Understanding Special Purpose Acquisition Corporations May 14, 2021. By Anthony Norris: Similar to crypto currencies, Special Purpose Acquisition Corporations (SPACs) have been around for quite some time but have only recently become popular. With more than $100...
With the current health and economic environments seemingly in a constant state of flux as of late, we thought we would share a helpful market update and excerpt from our recent client notice. Kindly note that the data in this commentary is as of April 30th and...
January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...