March 31, 2017—Active managers in domestic equities have had less success in outperforming their benchmarks in virtually each successive year of the current bull market. Starting in March of 2009 when the market finally bottomed and started upward, a bit more than half of active managers in the large-cap space were able to beat the
March 2, 2017— Headlines announcing new record highs in the U.S. equity markets seem to be happening almost daily. While this is certainly good news given our positioning favoring equity markets, we have to stop and ask where this leaves market stability as prices stretch ever higher. Given the seemingly endless disarray emanating from Washington,
January 27, 2017— In the weeks leading up to President Trump’s inauguration—and throughout his campaign as well—the subject of “tax reform” has been raised quite often. But what exactly does this term mean? Some concepts such as rate reduction, repatriation, and more rapid capital expense write-offs have been used but these only scratch the surface.