Q1 2016 – Quarterly Outlook

Q1 2016 – Quarterly Outlook

Despite the weak start to the year, we remind investors that sentiment can dictate short-term performance, but fundamentals are ultimately responsible for long-term returns. In the accompanying slides, we highlight opportunities for 2016.

First Week Of 2016 Is Full Of Macro Matters

Macro matters. That has been the case since the global financial crisis and the first week of 2016 sought to remind us of that fact. These first days of the year seemed an onslaught of information which heaped onto the pile of stress for financial markets.

What is Always Eating Away at Your Portfolio?

Inflation. Spending. Taxes. As we begin a new year, we thought it appropriate to review one of the largest drags on a portfolio: Taxes.