May 23, 2017. By John Wolfsberg: Expectations for higher interest rates increased almost immediately with the election of Donald Trump as our 45th U.S. President. Much of President Trump’s campaign platform focused on major growth initiatives that many felt would...
February 9, 2017. By John Wolfsberg: After bottoming in the first half of 2016, interest rates rose sharply in the fourth quarter following the surprise victory of Donald Trump in the U. S. presidential election. Rates had entered the quarter on a slow upward...
January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors. The fact that...
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...
November 9, 2016. By Richard Greene: Last night’s election validates our philosophy to avoid putting too much faith in what political “pundits” in the media say. We suggest that this caution be extended to the world of financial pundits as well. The uncertainty...
Putting you at the very center.
Our strong commitment to individual service is at the very heart of what we do.