What Investors Need to Watch (and Do) As the End of 2019 Draws Near

Follow the Money By Michelle Connell, CFA | 7 min read It seems that every Wall Street expert has an opinion as to how the investment markets will ring out 2019. One person may say that the market is still cheap and should still be bought. Another expert may site the uncertainty in geopolitics and […]

Taking the Temperature: Just How “Sick” is Our Economy? And What Does It Mean for Your Investments?

Are all the symptoms pointing to a Q4 correction, just as we saw in 2018? Get Michelle’s insight, based on research from top investment experts and analysts.

Does Your Investment Portfolio Need First Aid?

By Michelle Connell, CFA | 7 min read After reaching a year-to-date return of almost 20 percent, the equity markets have been down significantly the last six trading days—almost six percent. Is it possible we have gone into correction mode? If so, should you be doing anything to mitigate the risk to your portfolio? Why […]

The US/China Trade War: A.K.A. “You (almost) sunk my battleship!”

Michelle Connell, CFA | 4 min read What’s going on in the current markets, and what’s the smartest move for investors in response? From the slowing economy to the effects of the ongoing (and likely not ending soon) US/China trade war, here’s what you need to know about the current state of the market. As […]

May Market Update and Why You Need Active Investment Management

By Michelle Connell, CFA | 6 min read Markets are up 17.5 percent year-to-date! That’s a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, […]