Latest Content

Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management
CMF-2018-NC.jpg

Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment

Read More...


Is your Portfolio Ready for 2018?

Meghan Shue |
Wilmington Wire
blog_12.jpg

December 22, 2017—As we take stock of 2017, and our expectations of the year ahead, we appreciate the incredible year equity markets have had, and we find evidence that the current momentum can continue. As such, this month we are modestly increasing risk in client portfolios by adding 1% to Developed International equities from cash

Read More...